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Niklas Heyser Torkelson

DESCHUTES PORTFOLIO STRATEGY, LLC·PORTLAND, Oregon
Clean recordDESCHUTES PORTFOLIO STRATEGY, LLC
15350 SW SEQUOIA PKWY, PORTLAND, OR 97224CRD# 6462864Firm CRD# 155424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Niklas Heyser Torkelson · PORTLAND, OR
Registration
CRD #6462864 · DESCHUTES PORTFOLIO STRATEGY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Niklas Heyser Torkelson is a registered financial advisor based in PORTLAND, Oregon, affiliated with DESCHUTES PORTFOLIO STRATEGY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
DESCHUTES PORTFOLIO STRATEGY, LLC
MATISSE CAPITAL
AUM
$1.4B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at DESCHUTES PORTFOLIO STRATEGY, LLC →
Services
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6462864
Firm CRD# 155424
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Niklas Heyser Torkelson offer?
Niklas Heyser Torkelson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Niklas Heyser Torkelson's credentials?
Niklas Heyser Torkelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Niklas Heyser Torkelson located?
Niklas Heyser 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 Niklas Heyser Torkelson charge for services?
Niklas Heyser 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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Other Advisors at DESCHUTES PORTFOLIO STRATEGY, LLC

Bryn Torkelson
PORTLAND, OR

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Research
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