Kimberlee R. Hansen
Professional summary
Kimberlee Renae Hansen, who also goes by Kimberlee Renae Odell, is a registered financial advisor currently at FREESTONE CAPITAL MANAGEMENT, LLC located in Seattle, Washington.
Kimberlee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kimberlee has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberlee Renae Hansen's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2008 - Present
FREESTONE CAPITAL MANAGEMENT, LLC
Office #1: 701 5th Avenue 74th Floor, Seattle, WA 98104July 28, 2006 - January 7, 2015
FREESTONE SECURITIES, LLC
October 13, 1999 - May 13, 2008
FREESTONE CAPITAL MANAGEMENT INC
June 20, 1995 - March 5, 1999
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
FREESTONE CAPITAL MANAGEMENT, LLC
CRD#: 145711 / SEC#: 801-69073
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/25/2008)
Exams
Series 8
Date: 4/8/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
FREESTONE CAPITAL MANAGEMENT, LLC
CRD#: 145711 / SEC#: 801-69073
Contact information
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,231 |
| AUM (Assets Under Management) | $ 11,493,619,610 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/16/2025 | ||
| 11/21/2024 | ||
| 09/26/2023 |
Red Flags
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