Cynthia G. Lundberg

VERDE CAPITAL MANAGEMENT

Clarkston, MI 48348

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CRD#: 4937439

Professional summary

Cynthia Grace Lundberg, who also goes by Cynthia Grace Lavisky, Cynthia Lundberg, Cynthia G Lavisky, is a registered financial advisor currently at VERDE CAPITAL MANAGEMENT, INC. located in Clarkston, Michigan.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Cynthia has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cynthia Grace Lavisky | Cynthia Lundberg | Cynthia G Lavisky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Grace Lundberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 17, 2018 - Present

VERDE CAPITAL MANAGEMENT, INC.

Office #1: 8031 Ortonville Road Suite 210, Clarkston, MI 48348

RIA

CRD#: 147179

Clarkston, MI

Past

September 21, 2016 - January 31, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FARMINGTON HILLS, MI

Past

August 18, 2016 - January 31, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FARMINGTON HILLS, MI

Past

November 10, 2008 - August 26, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

BLOOMFIELD HILLS, MI

Past

January 7, 2006 - September 26, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TROY, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERDE CAPITAL MANAGEMENT, INC.

CRD#: 147179 / SEC#: 801-69167

RIA

Registered Investment Advisory firm - (5/21/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/17/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/7/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/30/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/9/2014

General Securities Principal Examination

Current Firm

VERDE CAPITAL MANAGEMENT, INC.

CRD#: 147179 / SEC#: 801-69167

RIA

Registered Investment Advisory firm - (5/21/2008 Approved)

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Contact information

Main Address

8031 Ortonville Road Suite 210, Clarkston, MI 48348

Mailing Address

Phone number

(248) 528-1870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/17/2025)

ADV 2A - FIRM BROCHURE (10/17/2025)

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	Cover Page	Report
01/25/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cynthia G. Lundberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Grace Lundberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VERDE CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2016

SIE

Date: 1/31/2018

Series 7

Date: 11/30/2005

Series 24

Date: 6/9/2014

Current Firm

VERDE CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERDE CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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