William Stordahl has been Managing Director of Stordahl Capital Management since May 2015, is a control person of the firm and directly owns 75% or more of it. William Stordahl holds a Bachelor of Arts in Economics from the University of Alaska Anchorage.
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.
Bill Stordahl is Managing Director and Senior Advisor of Stordahl Capital Management, the firm he started. As Managing Director he is responsible for the management and strategic direction of the firm, oversees the wealth management experience that clients receive, and directs the investment process and outlook. As Senior Advisor he meets with clients, works with the firm's associate advisors, and establishes relationships with new clients.
William Stordahl’s longest registration is the current one, 9 years at Stordahl Capital Management since 2017. Before joining Stordahl Capital Management in 2017, William Stordahl was registered through Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC.
- – present · 9 yearsGreenwood Village, CO · Adviser representative · Firm CRD 287916
- Wells Fargo Advisors Financial Network, LLC– · 7 yearsGreenwood Village, CO · Adviser representative · Firm CRD 11025
- Wells Fargo Advisors, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 9 yearsDenver, CO · Adviser representative · Firm CRD 4
Investment adviser representative registrations
William Stordahl is registered as an investment adviser representative in 2 states. Each was approved in July 2017.
- ColoradoSince 3 July 2017
- TexasSince 3 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 25 February 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 27 January 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 1992 |
| Series 7 | General Securities Representative Examination | 31 July 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Jason Stordahl
- CRD
- 2245878
- Firm
- Stordahl Capital Management · CRD 287916
- Role
- Managing Director
- Office
- 8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- August 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stordahlcap.com
Where does William Stordahl work?
William Stordahl has been Managing Director of Stordahl Capital Management, Inc. since May 2015, and is a control person of the firm.
Is William Stordahl a financial advisor?
Yes. William Stordahl has a current investment-adviser registration in Colorado and Texas, through Stordahl Capital Management since July 2017.
How many years of experience does William Stordahl have?
William Stordahl has 34 years in the financial industry, since August 1992, across 4 adviser firms.
What exams has William Stordahl passed?
William Stordahl has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in July 1992. FINRA credited William Stordahl with the SIE, which began in October 2018.
Where did William Stordahl work before Stordahl Capital Management?
Before Stordahl Capital Management, William Stordahl was registered through Wells Fargo Advisors, LLC, January 2008 to October 2009; A. G. Edwards & Sons, Inc., January 1999 to January 2008.
Where is William Stordahl based?
William Stordahl’s registered office is in Greenwood Village, CO.
Is William Stordahl registered with FINRA?
No. William Stordahl has no current broker registration.
How can I verify William Stordahl’s record?
Search CRD 2245878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Stordahl’s full registration record.