Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryn? Claim Your ProfileBryn Torkelson is an investment advisor representative with Matisse Capital. Bryn has been in the financial services industry since 1982. Bryn is registered to provide investment advice in Oregon. Previously, Bryn has worked with KMS Financial Services, Inc., Cantella & Co., Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Dain Bosworth Incorporated, Boettcher & Company, Inc., and Smith Barney, Harris Upham & Co., Incorporated. Bryn is also a registered principal.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
01/01/2025 - Present
Matisse Capital (PORTLAND OR)
OR
08/30/2004 - 12/31/2005
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
MA
08/08/2002 - 08/31/2004
CANTELLA & CO., INC. (MALDEN MA)
FL
01/04/1999 - 08/05/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/24/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
09/09/1986 - 03/28/1997
DAIN BOSWORTH INCORPORATED
NA
11/30/1983 - 09/15/1986
BOETTCHER & COMPANY, INC.
NA
02/19/1982 - 12/19/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 04/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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