Peter
Wicklund
Freestone Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Peter Wicklund is a certified financial planner and chartered financial analyst who works out of Seattle, Washington with 15 years of relevant experience. Wicklund is an employee of 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 work in Washington. Freestone Capital Management, LLC is a registered investment company that has its headquarters in Seattle, WA. It has offices in four locations and a total of 94 employees. It administers $8 billion in assets under management among its 5,189 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 5,189 accounts, 51% belong to high-net-worth clients who have greater than $1 million in assets. Freestone Capital Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial management fees largely vary depending on the type of services provided. Fees charged by Freestone Capital Management, LLC likely include asset-based, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$8,221,070,289
94
5,189
$1,584,327
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 been registered as a financial advisor for 15 years.*
Freestone Capital Management LLC
Freestone Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Wicklund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Freestone Capital Management, LLC
San Francisco, CA
San Francisco, CA
Seattle, WA
Seattle, WA
San Francisco, CA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
