William J. Stordahl
STORDAHL CAPITAL MANAGEMENT
Greenwood Village, CO 80111
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CRD#: 2245878
Professional summary
William Jason Stordahl, CFP®, who also goes by William J Stordahl, is a registered financial advisor currently at STORDAHL CAPITAL MANAGEMENT, INC. located in Greenwood Village, Colorado.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Bill Stordahl, CFP®, started Stordahl Capital Management because he was on a mission—and still is—to deliver value far beyond what clients expect and what they could ever receive from a bank or wirehouse. Bill knows what the culture is like at those national companies because he worked for one. His frustration with rampant conflicts of interest and the “revenue for revenue’s sake” environment propelled him into launching Stordahl Capital Management with the mission of pairing the smartest, most caring people with the greatest technology to create the best client experiences and outcomes possible. The mission remains the same today.
As Managing Director, Bill is responsible for the management and strategic direction of the firm. He oversees the wealth management experience that clients receive, directs the investment process and outlook, and works with the Chief Compliance Officer to ensure the firm is meeting its compliance obligations. As Senior Advisor, he meets with clients, works with the firm’s associate advisors, and establishes relationships with new clients. No matter what he is doing, his focus is the same: to make a difference in clients’ lives.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
William J Stordahl
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William Jason Stordahl's 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®
CFP®
Start date: 2007
Experience
Current
July 3, 2017 - Present
STORDAHL CAPITAL MANAGEMENT, INC.
Office #1: 8400 East Crescent Parkway Suite 420, Greenwood Village, CO 80111RIA
CRD#: 287916
Greenwood Village, CO
Past
June 13, 2017 - June 14, 2017
STORDAHL CAPITAL MANAGEMENT, INC.
RIA
CRD#: 287916
Greenwood Village, CO
Past
October 2, 2009 - July 5, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
GREENWOOD VILLAGE, CO
Past
October 2, 2009 - July 5, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
GREENWOOD VILLAGE, CO
Past
January 1, 2008 - October 5, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
DENVER, CO
Past
January 1, 2008 - October 5, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DENVER, CO
Past
January 1, 1999 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
DENVER, CO
Past
August 3, 1992 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
DENVER, CO
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".
STORDAHL CAPITAL MANAGEMENT, INC.
STORDAHL CAPITAL MANAGEMENT | STORDAHL CAPITAL MANAGEMENT, INC.
CRD#: 287916 / SEC#: 801-110611
RIA
Registered Investment Advisory firm - (6/13/2017 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
Colorado(7/3/2017)
IAR
Texas(7/3/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
STORDAHL CAPITAL MANAGEMENT, INC.
STORDAHL CAPITAL MANAGEMENT | STORDAHL CAPITAL MANAGEMENT, INC.
CRD#: 287916 / SEC#: 801-110611
RIA
Registered Investment Advisory firm - (6/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8400 East Crescent Parkway Suite 420, Greenwood Village, CO 80111
Mailing Address
Phone number
(303) 770-0602
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 985 |
| AUM (Assets Under Management) | $ 612,199,956 |
Red Flags
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Company Information
STORDAHL CAPITAL MANAGEMENT, INC.
CRD#: 287916Greenwood Village, CO 80111TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
