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MO

Matthew A. Okkerse

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CRD#: 7543279
MO

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Alan Okkerse, who also goes by Matt Okkerse, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2022. Matthew had worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matt Okkerse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Owner - Shaker Woods Consulting, LLC Am 100% owner of the Limited Liability Company, Shaker Woods Consulting, LLC (SWC), located in Commerce Township, Ml. SWC engages in tax preparation services, as well as financial (non-investing) and accounting consulting services. SWC was organized in October of 2021 in the State of Michigan. Am the Manager/Member/Sole Owner of SWC. Spend around 10-15 hours a month working with SWC, of which 8-12 hours a month are during trading hours. SWC is not an investment related entity. CFO - Authentic, Inc. CFO to Authentic, Inc., located at 30800 Telegraph Rd., Bingham Farms, MI 48025. Authentic, Inc. engages in secondary reviews of MRI's/CT Scans for insurance companies using our network of sub-specialized radiologists, and also has a business line that we review primary MRI's and CT scans for workers comp insurance, and direct care for the workers comp claims, using our network of sub-specialized radiologists. Work full time for Authentic, Inc. Relationship started in August of 2021 with Authentic, Inc. Currently work around 80-120 hours a month for Authentic, Inc. and 60 - 100 hours a month are during trading hours. Authentic, Inc. is not an investment related entity. Manage the finances for Authentic, Inc. and manage the investors. Also manage the corporate legal compliance of Authentic, Inc. as well. Contractor - CFO - Pointillist Partners, LLC CFO to Pointillist Partners, LLC (a Private/Hedge Fund) which is located at 30800 Telegraph Rd., Bingham Farms, MI. Pointillist Partners, LLC, is investment-related. Work as the part-time CFO for this entity. Relationship started in August of 2021. Currently work around 25 - 35 hours a month with 17 - 25 hours a month during trading hours.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 3, 2022 - September 3, 2024

HERR INVESTMENT GROUP LLC

RIA
CRD#: 315227
Commerce Township, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

HI
HERR INVESTMENT GROUP LLC
HERR INVESTMENT GROUP LLC

CRD#: 315227 / SEC#: 801-123100

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Contact information

Main Address
Austin, TX
Mailing Address
Phone number
(312) 971-7800
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Part 2 Brochures

HERR INVESTMENT GROUP LLC BROCHURE (FORM ADV 2A) - MARCH 2024 (3/24/2024)

Regulatory assets under management

Total Number of Accounts174
AUM (Assets Under Management)$ 747,598,094

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HERR INVESTMENT GROUP LLC

CRD#: 315227

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