Verde Capital Management, Inc.

Verde Capital Management, Inc. (CRD# 147179) is a financial advisory firm headquartered in Clarkston, MI. They manage $505,480,230 in 3,712 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
8031 Ortonville Road, Suite 210, Clarkston, MI 48348
https://www.instagram.com/verdecapitalmgt/
By the Numbers
  • Total Assets Under Management
    505
    MILLION
  • Total Number of Accounts
    3,712
    ACCOUNTS
  • Average Account Value
    $136,175
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Verde Capital Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Cynthia Lundberg, financial advisor Clarkston MI
Cynthia G. Lundberg
CRD#: 4937439
8031 Ortonville Road, Suite 210, Clarkston, MI 48348

Cynthia Lundberg (CRD# 4937439) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has over 7 years of experience in the finance industry.

2
Kenneth Sheperd, financial advisor Clarkston MI
Kenneth R. Sheperd
CRD#: 6151030
8031 Ortonville Road, Suite 210, Clarkston, MI 48348

Kenneth Sheperd (CRD# 6151030) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has over 10 years of experience in the finance industry.

3
Carl Szasz, financial advisor Clarkston MI
Carl Szasz
CRD#: 4698089
8031 Ortonville Road, Suite 210, Clarkston, MI 48348

Carl Szasz (CRD# 4698089) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has over 20 years of experience in the finance industry.

4
Eric Tomaszewski, financial advisor Clarkston MI
Eric Tomaszewski
CRD#: 5473178
8031 Ortonville Road, Suite 210, Clarkston, MI 48348

Eric Tomaszewski (CRD# 5473178) 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.

5
Adam Smart, financial advisor Clarkston MI
Adam D. Smart
CRD#: 7256363
8031 Ortonville Road, Suite 210, Clarkston, MI 48348

Adam Smart (CRD# 7256363) is an Investment Advisor Representative working at Verde Capital Management, Inc. in Clarkston, MI and has 1 year of experience in the finance industry.

6
Jack Yarosh, financial advisor Clarkston MI
Jack B. Yarosh
CRD#: 7046433
8031 Ortonville Road, Suite 210, Clarkston, MI 48348

Jack Yarosh (CRD# 7046433) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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