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Kosuke T
CFP®, Series 63, Series 65
Bellevue, WA
Wealth Enhancement Advisory Services, LLC
Kosuke Takahashi is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Capstone Wealth Advisors and Waddell & Reed, Inc. Outside of advising, he is involved in community service, including helping low-income families file tax returns and serving as an outreach coordinator and board member for Eastside SDA Fellowship. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process combining passive and active management guided by an internal Investment Committee.
Shawn S
CFP®, Series 66
Bellevue, WA
Wealth Enhancement Advisory Services, LLC
Shawn Skogstad is a CFP® and holds a Series 66 license, with 19 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Capstone Wealth Advisors and Waddell & Reed Inc. Outside of his advisory role, he serves as the head boys baseball coach at Bellevue Christian Schools. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.
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