Halle Shaeffer
Investment adviser representative at Freestone Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$14.5BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Freestone Capital Management, LLCJun 2024 to now
- University of CincinnatiSep 2023 to Apr 2024
- Johnson Investment CounselMay 2023 to Aug 2023
- University of CincinnatiOct 2022 to Apr 2023
- Johnson Investment CounselMay 2022 to Aug 2022
- AmazonDec 2021 to Jan 2022
- E+o KitchenSep 2021 to Mar 2022
- University of CincinnatiAug 2021 to Dec 2021
- Portage Country ClubMay 2021 to Aug 2021
- University of CincinnatiFeb 2021 to Apr 2021
- TargetDec 2020 to Jan 2021
- University of CincinnatiAug 2020 to Dec 2020
- City of WadsworthMay 2020 to Jul 2020
- Bidinger's Ice CreamApr 2020 to Jul 2020
- Hollister Co.Nov 2019 to Jan 2020
- Bidinger's Ice CreamMar 2019 to Oct 2019
- Wadsworth High SchoolOct 2018 to Mar 2019
- Bidinger's Ice CreamMar 2018 to Oct 2018
- Wadsworth High SchoolOct 2017 to Mar 2018
- Bidinger's Ice CreamMay 2017 to Oct 2017
- Wadsworth High SchoolAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Freestone Capital Management, LLC
$14.5BAssets managed
2,994Clients
66Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8065771
- Firm CRD
- 145711