Unclaimed Profile

Ryan Allen Skogstad

CAPSTONE WEALTH ADVISORS, LLC·SALEM, Oregon

SIE, Series 7, Series 66Clean record24 years registeredCAPSTONE WEALTH ADVISORS, LLC

2005 MADRONA AVENUE SE, SALEM, OR 97302CRD# 4428249Firm CRD# 287670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Allen Skogstad · SALEM, OR

Registration

CRD #4428249 · CAPSTONE WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Feb 2025 – present

CAPSTONE WEALTH ADVISORS, LLC

Mar 2017 – Feb 2025

SALEM, OR

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2012 – Mar 2017

SALEM, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2004 – Oct 2012

SALEM, OR

WADDELL & REED, INC.

Jul 2002 – Apr 2004

SALEM, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 25, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPSTONE WEALTH ADVISORS, LLC

CRD 287670 · SEC 801-110036

AUM

$721M

Regulatory assets under management

Employees

3,355 client accounts

Services offered by CAPSTONE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPSTONE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Allen Skogstad offer?

Ryan Allen Skogstad specializes in Financial Planning, Investment Management. Contact their office in SALEM, Oregon for a consultation.

What are Ryan Allen Skogstad's credentials?

Ryan Allen Skogstad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Allen Skogstad located?

Ryan Allen Skogstad is based in SALEM, Oregon, working with CAPSTONE WEALTH ADVISORS, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.

How does Ryan Allen Skogstad charge for services?

Ryan Allen Skogstad's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSTONE WEALTH ADVISORS, LLC?

CAPSTONE WEALTH ADVISORS, LLC has approximately 11 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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