Shawn
Skogstad

Waddell & Reed

CRD#5184533
Investment Advisor
in Seattle, WA

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About this Advisor

Shawn Skogstad is a certified financial planner in Seattle, Washington. Currently a registered investment advisor at Waddell & Reed, they have accrued 14 years of professional experience as a registered investment advisor. Skogstad has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Skogstad is registered to operate based out of California, Colorado, Florida, Idaho, Kansas, Louisiana, Maryland, Pennsylvania, Virginia, Washington and Wisconsin. The advisor has gained experience at Waddell & Reed Inc and Various Insurance Carriers For W & R Insurance Agencies. Waddell & Reed is headquartered in Seattle, Washington, and has 357 other locations in the country. In total, Waddell & Reed manages $27 billion in assets across 180,314 client accounts and retains more than 1,700 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 15,672 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Waddell & Reed can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Seattle, WA

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Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

WA Average: $2,243,162,756
Total Number of Employees

1,700

WA Average: 44
Total Number of Accounts

180,314

WA Average: 4,091
Average Account Size

$149,446

WA Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Shawn Skogstad Work History

Shawn has 14 years of experience.

2006 - Present (15 years)

Waddell & Reed Inc

2006 - Present (15 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

Shawn Skogstad has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Gregory Opsal
Lincoln, NE
Miles Fleming
San Diego, CA
Jeremiah Knox
Raleigh, NC
Joed Ngaruiya
Kennewick, WA
Andrew Stone
Atlanta, GA
Mesmin Pelerin
Newtown, PA
Joseph Spataro
Mokena, IL
Felipe Sanchez
San Antonio, TX

This content was compiled from the SEC and FINRA.

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