Michel
Swanson
Stordahl Capital Management, Inc
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About this Advisor
Michel Swanson is a certified financial planner who works in Englewood, Colorado. Swanson is on the advisory team at Stordahl Capital Management, Inc. Over the course of their career, Swanson has held roles at Diversified Asset Management, Inc, University Of Colorado, Pikes Peak Community College, Public Schools and Stordahl Capital Management, Inc. Swanson holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Colorado. Stordahl Capital Management, Inc is a registered investment company based in Englewood, CO. It manages $437 million in assets under management between its 815 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides services to nine charitable organizations. Of its 815 accounts, 55% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Stordahl Capital Management, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Stordahl Capital Management, Inc can be comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stordahl Capital Management, Inc Brokerage Details
$437,425,676
7
815
$536,719
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michel Swanson Work History
Michel has been registered as a financial advisor for 0 years.*
Stordahl Capital Management, Inc
Diversified Asset Management, Inc
Diversified Asset Management, Inc
University Of Colorado
Pikes Peak Community College
Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michel Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stordahl Capital Management, Inc
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
