Cynthia
Lundberg
Verde Capital Management, Inc
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About this Advisor
Cynthia Lundberg is a financial advisor based out of Clarkston, Michigan with 5 years of industry experience. Lundberg currently works for Verde Capital Management, Inc. During their career, Lundberg has held roles at Jpmorgan Chase, Merrill Lynch, Pierce, Fenner & Smith Inc and Verde Capital Management, Inc. Lundberg maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Verde Capital Management, Inc is a financial advisory business headquartered in Clarkston, MI. It oversees $376 million in assets between its 3,523 client accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 3,523 client accounts, 15% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fee schedules depend on the services. Fees billed by Verde Capital Management, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verde Capital Management, Inc Brokerage Details
$376,245,756
11
3,523
$106,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Cynthia Lundberg Work History
Cynthia has been registered as a financial advisor for 5 years.*
Verde Capital Management, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Jpmorgan Chase
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cynthia Lundberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verde Capital Management, Inc
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
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