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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant22 years in industry

JOAN KATHLEEN KOSS

Advisor at ALPHACORE CAPITAL LLC

LA JOLLA, CA | Glendale, CO | Denver, CO

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Search this name across graphsid dfx:ria:a0050897-1980-2c26-ab24-76df2c8f597f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 17, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALPHACORE CAPITAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 28, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65|S66
First exam: Jan 28, 2004
First registration: Jan 17, 2005
Dual registered: no
Other names: JOAN KATHLEEN FANGANELLO
IAPD individual key: 4742388

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALPHACORE CAPITAL LLC	Independent wealth	Apr 23, 2025	n/a	yes	LA JOLLA, CA\|Denver, CO\|Glendale, CO	Current employment
CALLAN CAPITAL, LLC	Former SEC adviser	Jan 26, 2024	May 15, 2025	no	Denver, CO\|LA JOLLA, CA	Previous registration
STORDAHL CAPITAL MANAGEMENT, INC.	Independent wealth	Oct 28, 2022	Nov 16, 2023	no	GREENWOOD VILLAGE, CO	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Aug 31, 2016	Oct 26, 2022	no	DENVER, CO	Previous registration
COUNTRY TRUST BANK	n/a	Jan 17, 2005	Mar 8, 2007	no	ENGLEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CALLAN CAPITAL, LLC	ALPHACORE CAPITAL LLC	May 15, 2025	Apr 23, 2025	-22	Firm change	RIA to RIA
STORDAHL CAPITAL MANAGEMENT, INC.	CALLAN CAPITAL, LLC	Nov 16, 2023	Jan 26, 2024	71	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	STORDAHL CAPITAL MANAGEMENT, INC.	Oct 26, 2022	Oct 28, 2022	2	Firm change	Ibd to RIA
COUNTRY TRUST BANK	ADVICE AND PLANNING SERVICES	Mar 8, 2007	Aug 31, 2016	3,464	Firm change after gap	Other

Relationships

Registered with (5)

→ ALPHACORE CAPITAL LLCRegistered adviserregistration: current employment
Apr 23, 2025 to presentfactForm ADV
→ CALLAN CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 26, 2024 to May 15, 2025factForm ADV
→ STORDAHL CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 28, 2022 to Nov 16, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 31, 2016 to Oct 26, 2022factForm ADV
→ COUNTRY TRUST BANKRegistered adviserregistration: previous registration
Jan 17, 2005 to Mar 8, 2007factForm ADV

Dated events

Occurred
May 15, 2025
Advisor changed firm
Joan Kathleen Koss left Callan Capital, Llc for Alphacore Capital Llc (registered 2025-04-23)
Form ADVobserved 5 days ago
Occurred
Nov 16, 2023
Advisor changed firm
Joan Kathleen Koss left Stordahl Capital Management, Inc. for Callan Capital, Llc (registered 2024-01-26)
Form ADVobserved 5 days ago
Occurred
Oct 26, 2022
Advisor changed firm
Joan Kathleen Koss left Advice And Planning Services for Stordahl Capital Management, Inc. (registered 2022-10-28)
Form ADVobserved 5 days ago