Cynthia Grace Lundberg

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 01/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 01/2018 → Present
  Verde Capital Management, Inc.
  Clarkston, MI

Previous Registrations

• 2016-09-21 → 2018-01-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
  Bloomfield Hills, MI

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

• S66 Uniform Combined State Law Examination
  2016-11-07

Other Names

• Cynthia Grace Lavisky
• Cynthia Grace Lundberg
• Cynthia Lundberg
• Cynthia G Lavisky