Unclaimed Profile

Bryn Torkelson

DESCHUTES PORTFOLIO STRATEGY, LLC·PORTLAND, Oregon

Series 7, Series 24, Series 63Clean record28 years registeredDESCHUTES PORTFOLIO STRATEGY, LLC

15350 SW SEQUOIA PKWY, PORTLAND, OR 97224CRD# 1026464Firm CRD# 155424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryn Torkelson · PORTLAND, OR

Registration

CRD #1026464 · DESCHUTES PORTFOLIO STRATEGY, LLC · 28 years registered

Brand Profile

Not yet started

Career History

MATISSE CAPITAL

Nov 2010 – present

DESCHUTES INVESTMENT ADVISORS, INC.

Mar 2006 – Nov 2011

PORTLAND, OR

DESCHUTES INVESTMENT ADVISORS, INC.

Mar 1998 – Dec 2004

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · March 1, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DESCHUTES PORTFOLIO STRATEGY, LLC

CRD 155424 · SEC 801-72004

AUM

$1.4B

Regulatory assets under management

Employees

750 client accounts

Services offered by DESCHUTES PORTFOLIO STRATEGY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DESCHUTES PORTFOLIO STRATEGY, LLC →

Introduction

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Frequently Asked Questions

What services does Bryn Torkelson offer?

Bryn Torkelson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Bryn Torkelson's credentials?

Bryn Torkelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryn Torkelson located?

Bryn Torkelson is based in PORTLAND, Oregon, working with DESCHUTES PORTFOLIO STRATEGY, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Bryn Torkelson charge for services?

Bryn Torkelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DESCHUTES PORTFOLIO STRATEGY, LLC?

DESCHUTES PORTFOLIO STRATEGY, LLC has approximately 10 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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