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Daryl Okken

MTM Financial Group, LLC

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About Daryl Okken

Daryl Okken is an investment advisor representative with MTM Financial Group, LLC, based in Bethlehem, PA. Daryl has been in the industry since March 2010 and has a wide range of experience in providing financial advice to individuals and businesses. Daryl holds the Series 7, Series 66, and SIE licenses. Daryl is registered to offer investment advice in 10 states, including California, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. MTM Financial Group, LLC is an investment advisor firm that provides financial planning, portfolio management, and educational seminars to individuals and businesses.

Firm Information

Daryl Okken is currently registered with MTM Financial Group, LLC. MTM Financial Group, LLC is an investment advisor registered with the SEC and headquartered in Bethlehem, PA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. MTM Financial Group, LLC manages approximately $620,658,505 in discretionary assets for 3,167 clients.
MTM Financial Group, LLC

4505 HANOVERVILLE ROAD

BETHLEHEM, PA 18020

$620.66M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daryl Okken’s Registration & Firm History

PA

09/11/2020 - Present

MTM Financial Group, LLC (BETHLEHEM PA)

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Licenses & Designations

BOTH

Issued 05/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daryl Okken.
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