Michel T. Swanson

STORDAHL CAPITAL MANAGEMENT

Greenwood Village, CO 80111

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CRD#: 7329148

Professional summary

Michel T Swanson, CFP®, who also goes by Swanson T Michel, is a registered financial advisor currently at STORDAHL CAPITAL MANAGEMENT, INC. located in Greenwood Village, Colorado.

Michel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Swanson T Michel

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michel T Swanson'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®

CFP^®

Certified Financial Planner

Experience

Current

January 9, 2023 - Present

STORDAHL CAPITAL MANAGEMENT, INC.

Office #1: 8400 East Crescent Parkway Suite 420, Greenwood Village, CO 80111

RIA

CRD#: 287916

Greenwood Village, CO

Past

January 22, 2021 - January 25, 2023

DIVERSIFIED ASSET MANAGEMENT, INC.

RIA

CRD#: 112743

BOULDER, 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
(1/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2021

Uniform Investment Adviser Law Examination

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)

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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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/16/2025)

Regulatory assets under management

Total Number of Accounts	985
AUM (Assets Under Management)	$ 612,199,956

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.

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Michel T. Swanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michel T Swanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STORDAHL CAPITAL MANAGEMENT, INC.

DIVERSIFIED ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

STORDAHL CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2021

Current Firm

STORDAHL CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STORDAHL CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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