Verde Capital Management, Inc.

Verde Capital Management, Inc. (CRD# 147179) is a financial advisory firm headquartered in Clarkston, MI. They manage $182,217,149 in 1,861 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    1,861
    ACCOUNTS
  • Average Account Value
    $97,914
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MI, NH, TX

Financial Advisors at Verde Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Tommi E. Harris
CRD#: 4681997
8031 Ortonville Road, Suite 170, Clarkston, MI 48348
93
Wealthminder
score

Tommi Harris (CRD# 4681997) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has over 12 years of experience in the finance industry.

2
Carl Szasz
CRD#: 4698089
8031 Ortonville Road, Suite 170, Clarkston, MI 48348
93
Wealthminder
score

Carl Szasz (CRD# 4698089) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has over 13 years of experience in the finance industry.

3
Eric Tomaszewski
CRD#: 5473178
8031 Ortonville Rd., Suite 170, Clarkston, MI 48348
90
Wealthminder
score

Eric Tomaszewski (CRD# 5473178) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has over 4 years of experience in the finance industry.

4
Kenneth R. Sheperd
CRD#: 6151030
8031 Ortonville Rd., Suite 170, Clarkston, MI 48348
89
Wealthminder
score

Kenneth Sheperd (CRD# 6151030) 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.

5
Jeffrey M. Loomans
CRD#: 6338550
8031 Ortonville Rd., Suite #170, Clarkston, MI 48348
88
Wealthminder
score

Jeffrey Loomans (CRD# 6338550) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has over 2 years of experience in the finance industry.

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