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William Jason Stordahl

Investment adviser representative at Stordahl Capital Management, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$675.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Stordahl Capital Management, Inc.Jun 2017 to now
  2. Wells Fargo Advisors Financial Network LLCOct 2009 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

Stordahl Capital Management, Inc.

$675.9MAssets managed
331Clients
6Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2245878
Firm CRD
287916
Advisor's SEC record (opens in a new tab)
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