Joseph B Torkelson
Investment adviser representative at Matisse Capital
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Matisse CapitalMar 2024 to now
- Jones Lang LasalleJan 2024 to Feb 2024
- Jones Lang LasalleJun 2021 to Dec 2023
- TenaskaJul 2020 to Aug 2020
- TD AmeritradeJun 2019 to Aug 2019
- Matisse CapitalJul 2018 to Aug 2018
- Creighton UniversityAug 2017 to May 2021
- High SchoolSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Matisse Capital
Legal name: Deschutes Portfolio Strategy, LLC
$1.6BAssets managed
358Clients
10Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7119555
- Firm CRD
- 155424