Shawn Skogstad (CRD# 5184533) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 17 years of experience in the finance industry. Shawn Skogstad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Wealth Advisors | Sammamish, WA | Jul 2020 - Current | 3 |
| Various Insurance Carriers For W & R Insurance Agencies | Sammamish, WA | Aug 2006 - Current | 17 |
| Waddell & Reed Inc. | Kansas City, MO | Sep 2006 - Jul 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- WA
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Total Assets Under Management721MILLIONS
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Total Number of Accounts3,355ACCOUNTS
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Average Account Value$214,876
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, FL, ID, LA, NE, NV, NY, OR, TX, UT, WA
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