ClearView
Financial, LLC

empowers clients with the knowledge to envision a clear view to their future life and wealth

Check the background of our investment professionals on FINRA's BrokerCheck.

OAS Form CRS

About Us

ClearView Financial, LLC is concerned about helping clients make the right choices from the unique options available to them. By offering a full service, one-stop approach, we assist clients in a more meaningful, comprehensive approach to lifestyle planning. Through our process, we help our clients identify their true life dreams, helping them establish concrete goals and an action plan for helping them achieve their goals.

Our Professional Network

  • Attorneys

  • Certified Financial Planners

  • Investment Advisor Representatives

  • Realtors & Mortgage Brokers

  • Insurance Advisors

  • Certified Public Accountants

Our Process

  1. Line art of a dream bubble with a mountain inside of it

    We listen carefully to your dreams

  2. Line art of a magazine with images of a mountain and a down jacket

    We educate and inform you about your options

  3. Line art of a mountain at sunrise

    We engage our professional network in areas that are priorities for you and your family

  4. Line art of a mountain with a flag planted at the summit

    We facilitate the process and oversee these relationships as part of our committment to you

The Team

  • As the owner of ClearView Financial, LLC, Ike enjoys working with clients to achieve their life destination and plan for a happy and healthy retirement. As a Registered Representative, he is licensed to offer securities through Triad Advisors, LLC, Member FINRA and SIPC. He also holds an insurance license in the State of Colorado, as well as many other states in the U.S. Ike is also an Accredited Investment Fiduciary (AIF). Ike is originally from South Dakota and attended Colorado State University, where he received his Bachelor’s Degree. Ike is a hunter, fisherman, and an all-around family man. He and his lovely wife, Pamela, and their son, Jake, are avid fans of the outdoors and enjoy trips into the beautiful Rocky Mountains. As a planner, he has worked with affluent clients for almost a decade and often shares as a presenter at financial seminars. Ike’s passion is to work with small business owners and professionals and help them to establish the most effective strategies to manage their income and capital, and manage any taxable consequences. Ike is committed to making ClearView Financial, LLC the most trusted and efficient financial firm along the Front Range of Colorado and throughout the nation.

  • Samuel Keck

    MBA, CLU, CFP®, LUTCF

    sam@cvfdenver.comBrokerCheck Profile

    Sam is from St. Joseph, Missouri and moved to Colorado in 1972 after serving five years in the United States Air Force. Sam is married to his beautiful life partner Mary, a Registered Nurse and Wellness Consultant. They have three children and seven grandchildren. Sam is a graduate of Graceland University, Iowa, where he received his Bachelor of Arts Degree with emphasis in Finance and Economics. He was also a star athlete in cross country and track & field and finished fifth in the mile run at the National Track and Field championships in Sioux Falls, South Dakota. After graduation from Graceland University Sam went on to complete a Masters in Business Administration Degree with emphasis in Insurance from Indiana University. Upon graduation he entered the Air Force and served in Thailand and Germany as a transportation officer. During that time he also taught business courses for the world wide campus of the University of Maryland. Sam is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), as well as an Accredited Investment Fiduciary (AIF). His current business focus is on cash flow retirement and estate planning. Sam is licensed for securities in Colorado, Idaho, North Carolina, Texas and Utah; and insurance licensed in Colorado, Utah, Arizona, California, Florida, Idaho, and Nevada. Sam enjoys worldwide travel, golf, skiing, camping (as long as it’s a Four Seasons Resort) and spending time with his wife, children and grandchildren. We are pleased to welcome Sam into our network of financial professionals.

  • Jeremy Fortin

    Wealth Management Advisor, MBA, AIF

    jeremy@cvfdenver.comBrokerCheck Profile

    Jeremy has been in the financial services industry for the last 12 years. He brings with him a passion to help small business owners, families and individuals create plans that help them reach their goals in the most efficient way possible. Prior to joining ClearView Financial, LLC, Jeremy worked on the buy-side of private equity. He focused on acquiring commercial aircrafts, railroads, and distressed assets. Jeremy and his family lived in London where he helped source capital to finance aircrafts and build relationships for buying opportunities within the commercial aircraft industry. He has also advised on the acquisition and restructuring of corporate assets out of bankruptcy. Jeremy graduated from the University of Nebraska with a Bachelor of Science in Accounting and Finance. He earned his Masters of Business Administration at the University of Denver. As a Registered Representative, he is licensed to offer securities through Triad Advisors, LLC, Member FINRA and SIPC. He also holds an insurance license in the State of Colorado, as well as a number of other states in the U.S. Jeremy is also an Accredited Investment Fiduciary (AIF). He spends as much time as possible outdoors and enjoys fly fishing, golfing, hunting, and about any other outdoor activity. When not outside, you may find him in a bowling alley trying to perfect his bowling game. Jeremy lives in Lone Tree with his two beautiful daughters. They keep him busy with a full schedule of swimming, dance and gymnastics. He is active in his community and enjoys volunteering for various positions within his daughters’ school, as well as serving on the Leadership Team for his local chapter of Ducks Unlimited.

  • Ronnie Lee Johnson

    ronnie@cvfdenver.com

    Ronnie Lee Johnson is an estate planner, ordained minister, life underwriter, published author, painter, and seminar presenter. He was born in Center, Texas—what he calls Deep East Texas. Ronnie has two children and nine grandchildren. He now works remotely with our CVF office from North Padre Island in Corpus Christi, Texas. He has conducted seminars across the country and internationally for the past 25 years. His audiences include: schools, colleges, churches, corporations, and cruise ships. Ronne has described his life ministry and career compared to a stick of butter cut perfectly in two pieces: the first half as a pastor and the second half in financial planning. Ronnies favorite quote is by Mark Twain, “Do what is right, this will gratify some people and astonish the rest.” Among some of his published works are:

    • You Are Loved
    • You Are Loved, Too
    • Nettles
    • Is Your House in Order
    • Money Talks
    • Fritz, The Funniest Monkey Ever
    • Memos from God

© 2025 ClearView Financial, LLC. Securities offered through Triad Advisors, LLC (Triad), member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

ClearView Financial, LLC is licensed in: CA, CO, FL, KY, MI, MO, NM, OK, PA, SC, TX, UT, WY