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Denika Tokunaga, MBA

Maven Wealth Management

P.O. Box 266

Fulton, MD 20759

443-986-9911

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

CRD#

5434095

Firm CRD#

5434095

Insurance License#

100016756

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

MD, VA, PA, DC, CA, CT

Years of Experience in Financial Services

14

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CRPC®

Securities Licenses

Series 7, Series 66

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

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

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+

Disclosures

Disclaimer

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