Jeffrey Loomans, financial advisor Clarkston MI
90 score

Jeffrey Loomans

CRD Number: 6338550
Current Firm: Verde Capital Management, Inc.

Jeffrey Loomans (CRD# 6338550) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has over 3 years of experience in the finance industry.

Similar Advisors
Greg Brown, financial advisor Clarkston MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Similar Advisors
Ryan Fedricks, financial advisor Clarkston MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Similar Advisors
Paul Fenner, financial advisor Clarkston MI
Paul Fenner
CRD# 5875945
Tamma Capital LLC
Company Name Location Dates Years
Verde Capital Management, Inc. Clarkston, MI Sep 2013 - Current 4
Western Washington University Bellingham, WA Mar 2013 - Jun 2013 < 1
Rice Insurance Bellingham, WA Mar 2013 - Jun 2013 < 1
Finish Line Bellingham, WA Oct 2011 - Jun 2013 1
Western Washington University Bellingham, WA Sep 2008 - Jun 2013 4
Terpsma Construction Bellingham, WA Jun 2012 - Sep 2012 < 1
Target Bonney Lake, WA Jun 2011 - Sep 2011 < 1
Tacoma Custom Construction Tacoma, WA Jun 2010 - Sep 2010 < 1
Student Works Painting Auburn, WA Mar 2009 - Oct 2009 < 1
Castan Trucking Puyallup, WA Mar 2008 - Aug 2008 < 1
Auburn Riverside High Schhol Auburn, WA Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Jeffrey M. Loomans
Phone Number: 248-528-1870
Firm Website:
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.