Shane C. Hanson

FREEDOM FIDUCIARIES LLC

Boise, ID 83702

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CRD#: 6053274

Professional summary

Shane C Hanson, who also goes by Shane Hanson, is a registered financial advisor currently at FREEDOM FIDUCIARIES LLC located in Boise, Idaho.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Shane has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shane Hanson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Freedom Youth Foundation; Eagle, ID; FYF is a 501(c)(3) non-profit that provides foster youth programs including sports clinics, financial literacy and mentorship. The organization is 100% volunteer based so no one is paid for their time; CEO; CHAIRMAN; 11/01/2011; 4-6HRS/MO 2) independent insurance agent; Boise, ID; investment related; 04/2023; sales of insurance products; 1 hr/mo 3) referral real estate agent; Eagle, ID; investment related 06/2021; refer clients to active agents; 1 hr/mo 4) Self / Rental Property Owner; Eagle, ID, not investment related; 10/2020; rental homes; 1 hr/mo 5) Viserly LLC; CEO; Boise, ID, not investment related; 01/2025; software company; 10 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane C Hanson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 11, 2023 - Present

FREEDOM FIDUCIARIES LLC

Office #1: 250 S 5th St Ste 680, Boise, ID 83702

RIA

CRD#: 323673

Boise, ID

Past

June 9, 2020 - April 11, 2023

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

January 23, 2018 - May 20, 2020

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

November 16, 2016 - January 11, 2018

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

March 4, 2015 - October 20, 2016

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

June 21, 2013 - February 9, 2015

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

January 24, 2013 - June 25, 2013

LPL FINANCIAL LLC

CRD#: 6413

SANTA BARBARA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FREEDOM FIDUCIARIES LLC

FREEDOM FIDUCIARIES LLC | FREEDOM FIDUCIARIES, LLC

CRD#: 323673 / SEC#: 801-129892

RIA

Registered Investment Advisory firm - (4/22/2024 Approved)

Idaho

Registered Investment Advisory firm - (4/29/2024 Terminated)

Oregon

Registered Investment Advisory firm - (5/13/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(4/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/28/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/8/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/23/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FREEDOM FIDUCIARIES LLC

FREEDOM FIDUCIARIES LLC | FREEDOM FIDUCIARIES, LLC

CRD#: 323673 / SEC#: 801-129892

RIA

Registered Investment Advisory firm - (4/22/2024 Approved)

Idaho

Registered Investment Advisory firm - (4/29/2024 Terminated)

Oregon

Registered Investment Advisory firm - (5/13/2024 Terminated)

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Contact information

Main Address

250 S 5th St Ste 680, Boise, ID 83702

Mailing Address

Phone number

(208) 900-4331

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A SEC (7/11/2025)

Regulatory assets under management

Total Number of Accounts	107
AUM (Assets Under Management)	$ 436,425,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Shane C. Hanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane C Hanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

VOYA FINANCIAL PARTNERS, LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CUNA BROKERAGE SERVICES, INC.

ONEAMERICA SECURITIES, INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

FREEDOM FIDUCIARIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2023

Series 63

Date: 7/8/2013

SIE

Date: 10/1/2018

Series 6

Date: 1/23/2013

Current Firm

FREEDOM FIDUCIARIES LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FREEDOM FIDUCIARIES LLC

TRUST BUT VERIFY

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