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Axel Herbert Flichtbeil

Matisse Capital

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About Axel Herbert Flichtbeil

Axel Herbert Flichtbeil is an Investment Advisor Representative with Matisse Capital. Axel is a seasoned professional in the financial industry, having worked with a number of firms over the years. Axel holds a Series 63, 65, 66 and 7 licenses and has been in the industry since 1994. Axel provides financial planning, pension consulting and portfolio management services. Axel is committed to providing individualized guidance to help clients reach their financial goals.

Firm Information

Axel Flichtbeil is currently registered with Matisse Capital. Matisse Capital is a Portland, OR-based investment advisor managing over $1.35 billion in assets for individuals, businesses, and institutions. The firm offers a range of services including financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
Matisse Capital

15350 SW SEQUOIA PKWY

PORTLAND, OR 97224

$1.36B

Assets Under Management

4

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Axel Flichtbeil’s Registration & Firm History

OR

04/07/2015 - Present

Matisse Capital (PORTLAND OR)

WA

08/24/1994 - 11/18/1997

KMS FINANCIAL SERVICES, INC. (SEATTLE WA)

MO

03/02/1994 - 08/25/1994

EVEREN SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/21/2003

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/31/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Axel Herbert Flichtbeil.
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