D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
27yrs
Kimberlee Hansen
Full name on record: Kimberlee Renae Hansen
Financial advisor at Freestone Capital Management
Kimberlee Hansen is a financial advisor in Seattle, Washington, with 27 years in the industry. Kimberlee joined Freestone Capital Management in 2008, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience at Freestone Capital Management
Office701 5th Avenue 74th Floor, Seattle, WA 98104
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$3.91 million
Advisors at the firm66
States licensed ?1 state
Services through Freestone Capital Management
Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2008 – nowFreestone Capital Management, LLCCurrent firm
- 1999 – 2008Freestone Capital Management Inc.Previously
Contact Kimberlee
(206) 707-7300Freestone Capital Management main office 701 5th Avenue 74th FloorSeattle, WA 98104Office · Get directions Facebook pageFreestone Capital Management
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Questions to ask Kimberlee
Tailored to Kimberlee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kimberlee
How do I contact Kimberlee?
Call Freestone Capital Management at (206) 707-7300 and ask for Kimberlee Hansen. Kimberlee works from the Seattle, WA office.
How long has Kimberlee been a financial advisor?
Kimberlee has been in the industry since 1999, about 27 years. Top 20% by experience at Freestone Capital Management.
What licenses does Kimberlee hold?
Series 63. Tap any license on this page to see what it allows.
Is Kimberlee a fiduciary?
Kimberlee is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kimberlee paid?
Freestone Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Kimberlee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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