Waddell & Reed
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
Years of Experience
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Waddell & Reed Brokerage Details
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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.
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Shawn Skogstad has no disclosures.
Please visit their SEC profile for more details.
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