Unclaimed
Niklas Heyser Torkelson is a registered Investment Advisor Representative with Matisse Capital. Niklas has been in the industry since 2013 and has earned the Series 65 license. The firm specializes in providing financial planning, pension consulting, and educational seminars. The firm manages assets for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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OR
09/25/2015 - Present
Matisse Capital (PORTLAND OR)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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