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Kimberly Lauren Accurso

Verde Capital Management, Inc.

Clarkston, MI

CRD 4633678

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Employer firm

Verde Capital Management, Inc. CRD 147179

$846M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Verde Capital Management, Inc.

8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-17
  • MI RA
    APPROVED
    Since 2025-01-17

Branch Locations

8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Birmingham MI 03/2016 11/2024
Verde Capital Management Clarkston MI 12/2024 Present
Verde Capital Management, Inc. Clarkston MI 12/2024 Present
  • 03/2016 → 11/2024
    Wells Fargo
    Birmingham, MI
  • 12/2024 → Present
    Verde Capital Management
    Clarkston, MI
  • 12/2024 → Present
    Verde Capital Management, Inc.
    Clarkston, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-16
S63 Uniform Securities Agent State Law Examination 2009-05-19
  • S65 Uniform Investment Adviser Law Examination
    2025-01-16
  • S63 Uniform Securities Agent State Law Examination
    2009-05-19
Other Names
  • Kimberly L Wojtas
  • Kimberly Lauren Wojtas

View on SEC IAPD

Nearby Firms

AMERITAS ADVISORY SERVICES, LLC
SPC
HARBOUR INVESTMENTS, INC.

Nearby Investors

PAUL GIRARD ROBAK
Jeffrey Carl Walters
DENNIS CARL WALTERS

Nearby Offices

AMERITAS ADVISORY SERVICES, LLC · CLARKSTON, MI
AMERITAS ADVISORY SERVICES, LLC · Clarkston, MI
SPC · CLARKSTON, MI

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