Freestone Capital Management, LLC
About this Advisor
Peter Wicklund is a certified financial planner and chartered financial analyst based in Seattle, Washington, who has been in the advisory business for 17 years. Wicklund is on the advisory team at Freestone Capital Management, LLC. The advisor has gained experience at Freestone Securities LLC and Freestone Capital Management LLC. Wicklund maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Freestone Capital Management, LLC is an advisory firm headquartered in Seattle, Washington. The investment advisory business has offices in two locations and a total of 67 people on staff. It handles $5 billion in assets across its 3,225 accounts, making it one of the biggest firms in the country by assets under management. The firm advises eight charities and foundations. Of its 3,225 accounts, 59% are held by high-net-worth clients who have more than $1 million in assets. Freestone Capital Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advisory services typically depend on which services are offered. Fees charged by Freestone Capital Management, LLC likely include some blend of asset-based, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Freestone Capital Management, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Peter Wicklund Work History
Peter has 17 years of experience.
Freestone Capital Management LLC
Freestone Securities LLC
Peter Wicklund has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Freestone Capital Management, LLC
Santa Barbara, CA