Olivia Stearns Stordahl
Investment adviser representative at Stordahl Capital Management, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Stordahl Capital Management, Inc.Feb 2025 to now
- Dimensional Fund AdvisorsJul 2023 to Jan 2025
- University of ArizonaAug 2019 to Jul 2023
- Stordahl Capital MangementMay 2018 to Jan 2022
- Regis Jesuit High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7799566
- Firm CRD
- 287916