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ES

Elizabeth K. Skoglund

ADVISORY ALPHA
Meridian, ID 83642
Some features on this profile are disabled
CRD#: 2593560
ES

Professional summary

Elizabeth Kathleen Skoglund, who also goes by Elizabeth Kathleen Lewis, Elizabeth Skoglund, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Meridian, Idaho.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Elizabeth has worked at 5 firms and has passed the Series 66, Series 65, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Kathleen Lewis | Elizabeth Skoglund

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Bradford Meadows, LLC; Not investment-related; 469 Morning Sun Dr., Nampa, Idaho 83686; Home rental and farm operations company; Co-Owner/Operator; 04/2015; Approx. 5 hours/month; Approx. 0 hours/month during trading hours; Oversee rental property and farm operational transactions and co-manage property. (2) Skoglund Holdings, LLC; Not investment-related; 469 Morning Sun Dr., Nampa, Idaho 83686; Home rental company; Co-Owner/Operator; 04/2016; Approx. 5 hours/month; Approx. 0 hours/month during trading hours; Oversee rental property and assist rental property manager. (3) Elizabeth Skoglund; investment-related; 2667 E. Gala Ct., Ste. 120, Meridian, ID 83642; Insurance Sales; Licensed insurance agent; 07/2013; Approx. 80 hours/month; Approx. 80 hours/month; Sell insurance products and education regarding insurance products, financial education, and business consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Kathleen Skoglund's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 10, 2025 - Present

ADVISORY ALPHA, LLC

Office #1: 2667 East Gala Court Suite 120, Meridian, ID 83642
RIA
CRD#: 158282
Meridian, ID
Past

September 4, 2020 - October 24, 2025

ADVISORY ALPHA, LLC

RIA
CRD#: 158282
Holland, MI
Past

February 15, 2018 - September 15, 2020

PLANNERS ALLIANCE

RIA
CRD#: 290575
Meridian, ID
Past

August 19, 2013 - February 15, 2018

ALPHASTAR CAPITAL MANAGEMENT

RIA
CRD#: 157423
MERIDIAN, ID
Past

May 19, 2008 - November 1, 2011

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
NAMPA, ID
Past

February 13, 2008 - November 1, 2011

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
NAMPA, ID
Past

March 15, 2007 - February 11, 2008

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NAMPA, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(11/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/15/2008
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/21/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/24/2007
General Securities Principal Examination

Current Firm

AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)
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Contact information

Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts22,480
AUM (Assets Under Management)$ 3,468,083,482

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ADVISORY ALPHA, LLC

CRD#: 158282Meridian, ID 83642

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