Lasalle St. Investment Advisors
47yrs
Top advisor for experience in Oregon
44yrs
Daniel Creston Sholian
Financial advisor at Matisse Capital
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% for experience in Oregon
Office15350 SW Sequoia Pkwy Suite 260, Portland, OR 97224
FirmMatisse Capital
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Matisse Capital
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Jan 2025 – nowMatisse CapitalCurrent firm
- 2006 – 2011Deschutes Investment Advisors, Inc.Previously
- 1998 – 2004Deschutes Investment Advisors, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Daniel
How do I contact Daniel?
Call Matisse Capital at 503-210-3000 and ask for Daniel Creston Sholian. Daniel works from the Portland, OR office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1982, about 44 years. Top 1% for experience in Oregon.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Matisse Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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