Kosuke Takahashi

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars
ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

Current Employers

Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-03
WA	RA	APPROVED	2025-02-03

TX RA
APPROVED

Since 2025-02-03
WA RA
APPROVED

Since 2025-02-03

Branch Locations

1409 140Th Pl Ne Suite 210, Bellevue, WA 98007 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc	Bellevue	WA	03/2013	09/2018
Various Insurance Carriers For W & R Insurance Agencies	Fall City	WA	04/2013	01/2025
Eastside Sda Fellowship	Kirkland	WA	11/2012	01/2025
Capstone Wealth Advisors	Bellevue	WA	09/2018	01/2025
Wealth Enhancement Group	Bellevue	WA	02/2025	Present
Wealth Enhancement Advisory Services	Bellevue	WA	02/2025	Present

03/2013 → 09/2018

Waddell & Reed, Inc

Bellevue, WA
04/2013 → 01/2025

Various Insurance Carriers For W & R Insurance Agencies

Fall City, WA
11/2012 → 01/2025

Eastside Sda Fellowship

Kirkland, WA
09/2018 → 01/2025

Capstone Wealth Advisors

Bellevue, WA
02/2025 → Present

Wealth Enhancement Group

Bellevue, WA
02/2025 → Present

Wealth Enhancement Advisory Services

Bellevue, WA

Previous Registrations

2018-09-28 → 2025-02-11

Capstone Wealth Advisors, Llc

Bellevue, WA

Salem, OR
2013-05-10 → 2018-10-05

Waddell & Reed

Seattle, WA

Bellevue, WA

Other Businesses

Highbridge Advisors, LLC, Non-Investment Related - Fall City, WA - Owner - 2 hours per month, 0 hours during trading hours - help low income families file tax returns Kosuke Takahashi - Non-Investment Related - Fall City, WA - Fixed Insurance - Start Date: 02/2025 - 4 hours per month, 2 hours during trading hours - maintenance of annuities and life, disability, and long-term care insurance placed before 2/1/2025 for my clients Ash Brokerage - Non-Investment Related - Fixed Insurance - Agent - Start Date: 06/2025 - 8 hours per month, 0 hours during trading hours - sell fixed insurance and annuity products Eastside SDA Fellowship - Non-Investment Related - Kirkland, WA - Board Member - Outreach Coordinator - Start Date: 01/2026 - 4 Hours Spent Per Month, 0 Hours Spent During Trading Hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-05-09
S63	Uniform Securities Agent State Law Examination	2011-07-28

S65 Uniform Investment Adviser Law Examination

2013-05-09
S63 Uniform Securities Agent State Law Examination

2011-07-28

Designations

Certified Financial Planner

Other Names

Kos Takahashi

View on SEC IAPD