Brett Skogstad (CRD# 6540776) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Silverdale, WA and has over 8 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Wealth Advisors | Silverdale, WA | Jul 2020 - Current | 3 |
| Lincoln National Life Insurance Co | Silverdale, WA | Jul 2018 - Current | 5 |
| Lincoln Financial Group | Radnor, PA | Jul 2018 - Current | 5 |
| Timothy Nausin | Bellevue, WA | Mar 2018 - Current | 6 |
| Shawn Skogstad | Bellevue, WA | Mar 2018 - Current | 6 |
| Linda Skogstad | Allyn, WA | Nov 2017 - Current | 6 |
| North Mason High School | Belfair, WA | Nov 2016 - Current | 7 |
| Various Insurance Carriers For W & R Insurance Agencies | Allyn, WA | Mar 2016 - Current | 8 |
| Waddell & Reed, Inc. | Allyn, WA | Mar 2016 - Jul 2020 | 4 |
| N/a | Allyn, WA | Sep 2015 - Mar 2016 | < 1 |
| Lennerd K's Boathouse | Allyn, WA | Mar 2015 - Sep 2015 | < 1 |
| Student | Allyn, WA | Jun 2005 - Jul 2015 | 10 |
| Alderbrook Resort | Union, WA | Jul 2014 - Mar 2015 | < 1 |
| N/a | Belfair, WA | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- WA
-
Total Assets Under Management721MILLIONS
-
Total Number of Accounts3,355ACCOUNTS
-
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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