Mission: To Better Serve Clients as an Independently-Owned and Operated Wealth Management Firm
Denver, CO, July 13, 2017 (Newswire.com) - Bill Stordahl, CFP®, announced the launch of Stordahl Capital Management, a fee-only, registered investment advisory firm in Denver, CO. Stordahl previously practiced as part of Wells Fargo Advisors Financial Network.
“Becoming an independent registered investment advisor is something I’ve been thinking about for a long time,” said Stordahl. “The industry has changed dramatically in the past few years, and it was important for us to be able to serve our clients as their fiduciary. As a fee-only RIA, we will be able to conduct business in a way that is more true to our core mission and values.”
In addition to his advisory work with clients, Bill Stordahl teaches continuing professional education (CPE) to Certified Public Accountants (CPAs) and other professionals. Stordahl Capital Management has been approved to deliver CPE courses by the National Association of State Boards of Accountancy (NASBA), and Stordahl has taught at the University of Denver and for CEP4U in Denver, and in both in online and in classroom settings.
Becoming an independent registered investment advisor is something I've been thinking about for a long time. The industry has changed dramatically in the past few years, and it was important for us to be able to serve our clients as their fiduciary. As a fee-only RIA, we will be able to conduct business in a way that is more true to our core mission and values.
ABOUT STORDAHL CAPITAL MANAGEMENT
Stordahl Capital Management was founded in 2009 as a registered representative of Wells Fargo Advisors Financial Network. In 2017, the firm became an SEC Registered Investment Advisor and financial planning firm, serving individuals and families, as well as institutions, non-profits, and ERISA plans. Learn more www.stordahlcap.com.
Stordahl Capital Management, Inc is a Registered Investment Adviser. This announcement is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc. unless a client service agreement is in place.
Source: Stordahl Capital Management