Bryn Torkelson

MATISSE CAPITAL

Scottsdale, AZ

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CRD#: 1026464

Professional summary

Bryn Torkelson, who also goes by Bryn Heyser Torkelson, is a registered financial advisor currently at MATISSE CAPITAL located in Scottsdale, Arizona.

Bryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Bryn has worked at 9 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryn Heyser Torkelson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryn Torkelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 24, 2010 - Present

MATISSE CAPITAL

RIA

CRD#: 155424

Scottsdale, AZ

Past

March 3, 2006 - November 23, 2011

DESCHUTES INVESTMENT ADVISORS, INC.

RIA

CRD#: 109491

PORTLAND, OR

Past

August 30, 2004 - December 31, 2005

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

PORTLAND, OR

Past

August 8, 2002 - August 31, 2004

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

January 4, 1999 - August 5, 2002

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

March 1, 1998 - December 31, 2004

DESCHUTES INVESTMENT ADVISORS, INC.

RIA

CRD#: 109491

PORTLAND, OR

Past

March 24, 1997 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

September 9, 1986 - March 28, 1997

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

November 30, 1983 - September 15, 1986

BOETTCHER & COMPANY, INC.

CRD#: 101

Past

February 19, 1982 - December 19, 1983

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATISSE CAPITAL

DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC

CRD#: 155424 / SEC#: 801-72004

RIA

Registered Investment Advisory firm - (11/23/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(11/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/14/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/16/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/24/1997

General Securities Principal Examination

Current Firm

MATISSE CAPITAL

DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC

CRD#: 155424 / SEC#: 801-72004

RIA

Registered Investment Advisory firm - (11/23/2010 Approved)

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Contact information

Main Address

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224

Mailing Address

Phone number

(503) 210-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATISSE ADV PART 2A AND 2B (3/27/2025)

Regulatory assets under management

Total Number of Accounts	738
AUM (Assets Under Management)	$ 1,501,860,305

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryn Torkelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryn Torkelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESCHUTES INVESTMENT ADVISORS, INC.

KMS FINANCIAL SERVICES, INC.

CANTELLA & CO., INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

DESCHUTES INVESTMENT ADVISORS, INC.

ROBERT THOMAS SECURITIES, INC

DAIN RAUSCHER INCORPORATED

BOETTCHER & COMPANY, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

MATISSE CAPITAL

State Registrations and Notice Filings

Exams

Series 63

Date: 4/14/1982

Series 7

Date: 1/16/1982

Series 24

Date: 6/24/1997

Current Firm

MATISSE CAPITAL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATISSE CAPITAL

TRUST BUT VERIFY

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