Jeffrey Michael Loomans

Current Employers

Employment History

• 09/2013 → 04/2020
  Verde Capital Management, Inc.
  Clarkston, MI
• 05/2020 → Present
  Ameriprise Financial Services, Llc
  Issaquah, WA

Previous Registrations

• 2014-07-18 → 2020-05-05
  Verde Capital Management, Inc.
  Clarkston, MI

Other Businesses

Business Ownership; Steller Wealth Planning LLC; Co-owner; Manage Ameriprise Business; 320 Newport Way NE, , Issaquah, WA, 98027; Investment-Related; 04/29/2025; 60 hours per month; 60 during trading hours / Threeleaf & Sons, LLC; Owner; This entity is used exclusively to receive income from Steller Wealth Planning LLC.; 3209 Deer Island Dr E, , Lake Tapps, WA, 98391; Not Investment-Related; 04/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Steller Wealth Planning LLC; Steller Wealth Planning, LLC is the new expense entity for Jill A Murphy franchise ID 67776. My paychecks will come from Steller now instead of Jill A Murphy.; Manage advisory business; 320 Newport Way NW, , Issaquah, WA, 98027; Investment-Related; 05/15/2025; 40 to 59 hours per month; 40 to 59 during trading hours / Steller Wealth Planning LLC; Co-owner; Manage advisory business; 320 Newport Way NE, , Issquah, WA, 98027; Investment-Related; 05/15/2025; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-06-16
• S65 Uniform Investment Adviser Law Examination
  2014-07-17

Other Names

• Jeff Michael Loomans