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NT

Niklas H. Torkelson

MATISSE CAPITAL
Portland, OR 97224
Some features on this profile are disabled
CRD#: 6462864
NT

Professional summary

Niklas Heyser Torkelson MR., who also goes by Nik Heyser Torkelson Mr., is a registered financial advisor currently at MATISSE CAPITAL located in Portland, Oregon.

Niklas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Niklas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nik Heyser Torkelson Mr.

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 Niklas Heyser Torkelson MR.'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

September 25, 2015 - Present

MATISSE CAPITAL

Office #1: 15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224
RIA
CRD#: 155424
Portland, OR

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".
MC
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
(9/25/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/25/2015
Uniform Investment Adviser Law Examination

Current Firm

MC
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
12

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts738
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.

Company Information

MATISSE CAPITAL

CRD#: 155424Portland, OR 97224

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