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Cynthia Grace Lundberg

Verde Capital Management, Inc.

Clarkston, MI

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Current Employers
Verde Capital Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-04-17
  • MI RA
    APPROVED
    Since 2018-04-17

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 08/2016 01/2018
Verde Capital Management, Inc. Clarkston MI 01/2018 Present
Previous Registrations
Other Businesses

1) Member; Millpond Bed and Breakfast, LLC; Investment Related: Yes; Location: 155 N. Main St. Village of Clarkston, MI 48348; Description of the business: Airbnb property used to generate income; Responsibilities Duties: Minor duties including house maintenance as needed and social media marketing.; Start date with business: 2020-10-07; Hours devoted to business during trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 1; 2) Representative; Sedera; Investment Related: No; Location: 7171 Southwest Parkway, Building 300, Suite 350, Austin, TX 78735; Description of the business: Medical cost sharing for groups and individuals; Responsibilities Duties: Talking to Verde Capital Management clients and prospects about Sedera. Helping them sign up and navigating the system.; Start date with business: 2021-02-15; Hours devoted to business during trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 1;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-07
  • S66 Uniform Combined State Law Examination
    2016-11-07
Other Names
  • Cynthia Grace Lavisky
  • Cynthia Grace Lundberg
  • Cynthia Lundberg
  • Cynthia G Lavisky

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