Michel Swanson has been an investment adviser representative at Stordahl Capital Management since January 2023, and is not listed among the firm’s executive officers or direct owners.
Stordahl Capital Management, Inc. is a Greenwood Village, CO firm with $676M under management, 331 clients and 6 advisers in one office, as of its July 2026 filing.
Michel Swanson’s longest registration is the current one, 3 years at Stordahl Capital Management since 2023. Before joining Stordahl Capital Management in 2023, Michel Swanson was registered through Diversified Asset Management, Inc.
- – present · 3 yearsGreenwood Village, CO · Adviser representative · Firm CRD 287916
- Diversified Asset Management, Inc.– · 2 yearsBoulder, CO · Adviser representative · Firm CRD 112743
Investment adviser representative registrations
Michel Swanson is registered as an investment adviser representative in Colorado, since January 2023.
- ColoradoSince 9 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michel T Swanson
- CRD
- 7329148
- Firm
- Stordahl Capital Management · CRD 287916
- Office
- 8400 EAST CRESCENT PARKWAY, SUITE 420, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Michel Swanson work?
Michel Swanson is an investment adviser representative registered through Stordahl Capital Management, Inc. since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michel Swanson a financial advisor?
Yes. Michel Swanson has a current investment-adviser registration in Colorado, through Stordahl Capital Management since January 2023.
How many years of experience does Michel Swanson have?
Michel Swanson has 5 years in the financial industry, since January 2021, across 2 adviser firms.
What exams has Michel Swanson passed?
Michel Swanson passed the Series 65 in January 2021.
Where is Michel Swanson based?
Michel Swanson’s registered office is in Greenwood Village, CO.
Is Michel Swanson registered with FINRA?
No. Michel Swanson has no current broker registration.
How can I verify Michel Swanson’s record?
Search CRD 7329148 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michel Swanson’s full registration record.
