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Niklas Heyser Torkelson

DESCHUTES PORTFOLIO STRATEGY, LLC·PORTLAND, Oregon
Series 65Clean record10 years registeredDESCHUTES 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 · 10 years registered
Brand Profile
Not yet started
01

Career History

MATISSE CAPITAL
Sep 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 25, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DESCHUTES PORTFOLIO STRATEGY, LLC
CRD 155424 · SEC 801-72004
AUM
$1.4B
Regulatory assets under management
Employees
10
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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05

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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