Matthew Okkerse (CRD# 7543279) is an Investment Advisor Representative working at Herr Investment Group LLC in Commerce Township, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Herr Investment Group | Commerce Township, MI | Apr 2022 - Current | 2 |
| Authentic, Inc. | Bingham Farms, MI | Aug 2021 - Current | 2 |
| Uhy Advisors Mi, Inc. | Farmington Hills, Mi, MI | Jan 2017 - Jul 2021 | 4 |
| Doeren Mayhew, Pc | Troy, MI | Jan 2010 - Dec 2016 | 6 |
- TX
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Total Assets Under Management748MILLIONS
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Total Number of Accounts174ACCOUNTS
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Average Account Value$4,296,541
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, FL, IL, MI, NH, TX
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