Kimberly L. Accurso
Professional summary
Kimberly Lauren Accurso, who also goes by Kimberly Lauren Wojtas, Kimberly L Wojtas, is a registered financial advisor currently at VERDE CAPITAL MANAGEMENT, INC. located in Clarkston, Michigan.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kimberly has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Lauren Accurso's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 17, 2025 - Present
VERDE CAPITAL MANAGEMENT, INC.
Office #1: 8031 Ortonville Road Suite 210, Clarkston, MI 48348April 29, 2009 - March 30, 2016
J.P. MORGAN SECURITIES LLC
July 6, 2005 - July 19, 2006
CHASE INVESTMENT SERVICES CORP.
March 10, 2003 - July 6, 2005
BANC ONE SECURITIES CORPORATION
Primary Firm SEC Registration
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/17/2025)
Exams
Current Firm
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,768 |
| AUM (Assets Under Management) | $ 605,723,431 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 01/25/2024 |
Red Flags
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