Noah K. Krier

STORDAHL CAPITAL MANAGEMENT

Greenwood Village, CO 80111

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CRD#: 7535243

Professional summary

Noah Kenneth Krier, who also goes by Noah Krier, is a registered financial advisor currently at STORDAHL CAPITAL MANAGEMENT, INC. located in Greenwood Village, Colorado.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Noah has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Noah Krier

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 Noah Kenneth Krier'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 27, 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

September 2, 2023 - November 29, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

September 27, 2022 - November 29, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, 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
(11/27/2023)

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 66

Date: 9/1/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/4/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/26/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/25/2022

Securities Industry Essentials 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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Advisor Monitoring

Firm Stability Insights

Noah K. Krier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Kenneth Krier's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

STORDAHL CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2023

Series 63

Date: 10/4/2022

Series 7TO

Date: 9/26/2022

SIE

Date: 7/25/2022

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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