wiseradvisor

Denika Tokunaga, MBA, CRPC®, CFP®
Maven Wealth Management

Tel: 443-986-9911
P.O. Box 266
Fulton, MD 20759
Maven Wealth Management | Financial Advisor in Fulton ,MD

About Maven Wealth Management

Maven Wealth Management is an independent wealth management and financial services firm. Being an independent firm empowers us to objectively put the needs of our clients first while being the investment management maven you deserve. In an environment where trust and integrity are vital, it is imperative to have a trusted partner with an objective approach to investment management.

As investment management professionals our firm is committed to working with people just like you. We desire to work with you as you work towards all of your financial goals. Once we establish a relationship and determine your needs we diligently aim to address your goals.

Knowledge is Power and as such we employ a multifaceted approach with the goal of serving many purposes to include providing financial education and empowerment. We believe that when one is educated they are informed and when they are informed they are empowered. Empowerment is the foundation for making intelligent, thoroughly considered decisions.

The current economy brings challenges, however having a qualified and trusted advisor can turn those challenges into potential opportunities. We work closely with clients to guide them along the way and position them to take advantage of the potential opportunity and benefit from the challenge. We take pride in helping clients find the "calm" in what can sometimes feel like "calamity".

Allow us to work for you. We welcome the opportunity to partner with you.


General Information

Firm Start Year:   1921
Gender:   Female
Insurance License#:   100016756
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   MD, VA, PA, DC, CA, CT
Number of Years with Current Firm:   14
I work with the following types of clients:   Investment Clubs, Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced:   English
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management


Services

Investment Types:   Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities, Commodities, Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At my office, At your home, Video Conference, Our Offices


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life


Firm Information

Assets Managed by Firm:   $1 Trillion
Advisor's Number of Clients:   75+
Advisor's Number of Managed Clients:   75+
Advisor's Number of Planning Clients:   75+
Assets Managed by Advisor:   $999,999,999


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Commissions, Flat Fee, Hourly
Fee % Based on Assets:   .75%-1.5%
Additional Details on Charges:   Fees for service will vary based on the situation. We will be able to provide prospective clients with their fee after the initial complimentary situation.
Minimum Fee Charged for Managed Accounts:   .5
Minimum Fee Charged for Hourly Planning Accounts:   $250+




Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.

Denika Tokunaga, MBA

Denika Tokunaga, MBA

CRPC®, CFP®

As one who desires to see people and organizations thrive financially, Denika began a career in wealth management. She has a passion for helping people secure their financial future and employs various investment as well as retirement readiness and preparedness strategies to do so. Denika specializes in assisting affluent/ high net-worth individuals, corporations and non-profit organizations by introducing them to the wealth management experience. As an investment management maven with the mission of becoming the trusted partner to all clients, she employs a disciplined process that focuses on the needs of the client. Her mission is to be the trusted partner who provides clients with the confidence that she will execute a plan to address their needs and the comfort that they have a trusted ally who vigilantly puts their needs first. Denika believes that clients should thoroughly understand the strategy being executed to address their goals and as such she educates clients along the way. This belief also supports one of our biggest passions, which is educating and empowering investors through public speaking, which she does frequently upon request for corporations, financial regulatory organizations, non-profit organizations, etc. Denika believes that "one must study to show thyself approved" as such she acquired a career of broad knowledge, training, experience and expertise from a career of many years at a major Wall Street investment company. She holds the CERTIFIED FINANCIAL PLANNER" designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Chartered Retirement Planning CounselorSM designations. She received a Bachelor of Science degree in Management Science in which she graduated magna cum laude. She also earned a Masters of Business Administration with a concentration in Finance. Denika is an inducted member of the Sigma Beta Delta International Honor Society and a graduate of the Greater Baltimore Committee Leadership class of 2010. Active in her community, Denika participates in various civic and non-profit community endeavors. She is a past member of the board of directors for several non-profit organizations to include the Bon Secours Health System Foundation, the Elijah Cummings Youth Program, the Finance Advisory Board at The University of Baltimore Merrick School of Business and Boys Hope Girls Hope of Baltimore. Denika is very passionate about life and strives everyday to achieve her goal of living the best and most fulfilled life attainable.

My Services

401K Rollovers

There are various options regarding 401K rollover services. We help individuals with the following: Leave the money in his/her former employer's plan, if permitted; Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted; Roll over to an IRA; or Cash out the account value. Often times people are not aware that they are able to move their assets when they are no longer employed. We are delighted to educate clients on all their options.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Maryland Washington D.C.
Virginia Pennsylvania
Delaware California
Connecticut

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express Discover

Social Networks

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