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Niklas Heyser Torkelson

Matisse Capital

Portland, OR

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Current Employers
Matisse Capital

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2015-09-25
  • OR RA
    APPROVED
    Since 2015-09-25

Branch Locations

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deschutes Portfolio Strategies Lake Oswego OR 09/2013 01/2018
Deschutes Portfolio Strategies Lake Oswego OR 02/2018 06/2022
Deschutes Portfolio Strategies Lake Oswego OR 07/2022 Present
Deschutes Portfolio Strategies Lake Oswego OR 08/2024 Present
  • 09/2013 → 01/2018
    Deschutes Portfolio Strategies
    Lake Oswego, OR
  • 02/2018 → 06/2022
    Deschutes Portfolio Strategies
    Lake Oswego, OR
  • 07/2022 → Present
    Deschutes Portfolio Strategies
    Lake Oswego, OR
  • 08/2024 → Present
    Deschutes Portfolio Strategies
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-25
  • S65 Uniform Investment Adviser Law Examination
    2015-09-25
Other Names
  • Nik Heyser Torkelson

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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