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 who works out of Seattle, Washington, who has been in the financial industry for 12 years. Skogstad is an advisor for Waddell & Reed. The advisor has gained experience at Waddell & Reed Inc and Various Insurance Carriers For W & R Insurance Agencies. Skogstad maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, Florida, Idaho, Iowa, Kansas, Maryland, Washington, Louisiana, Montana, Pennsylvania and Virginia. Waddell & Reed is a financial advisory company headquartered in Seattle, Washington. The company has offices in 357 locations and a total of 2,000 people on staff. It handles $22 billion in assets under management among its 153,672 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 74 charitable organizations. Of its 153,672 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on the financial services. However, fee types charged by Waddell & Reed can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

2601 Fourth Avenue Suite 100
Seattle, WA 98121

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

WA Average: 44
Total Number of Accounts

169,956

WA Average: 4,091
Average Account Size

$124,780

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 12 years of experience.

2006 - Present (13 years)

Waddell & Reed Inc

2006 - Present (13 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

Shawn Skogstad has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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