HK
Holly J. Kamm
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CRD#: 6555857
HK
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Holly Jamie Kamm, who also goes by Holly J Burton, Holly Jamie Burton, was a registered financial professional .
Holly is a previously registered financial professional and started their career in finance in 2016. Holly had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Holly J Burton | Holly Jamie Burton
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.
As part of her duties to support Mr. Carl Szasz as the owner of Verde Real Estate, LLC, Ms. Kamm acts as the building manager for VRE, a real estate property manager. VRE purchases, sells, and manages commercial and residential properties on behalf of its clients. As part of her duties to support Mr. Carl Szasz as a Partner in Narrin Farms, LLC, Ms. Kamm performs project management duties for the farm. Narrin Farms is a lakefront horse farm with multiple vacation and residential homes, barns, pastures, paddocks, and other related equine structures. As part of her duties to support Mr. Carl Szasz as the President of Starbluff Homeowner's Association, Ms. Kamm performs project management and bill pay tasks. Starbluff Homeowner's Association is an organization that manages maintenance on behalf of the residents of the Starbluff Sub-Division. Ms. Holly Jamie Kamm is a licensed attorney in the states of Michigan and Ohio and owns a solo practice law firm, Brehon Law, PLLC. She meets with clients to learn more about their personal and business needs, to gather legal and financial data, and to draft the requisite documents to meet their specific needs. She also spends approximately 40 hours per year attending continuing legal education courses to stay abreast of current estate and business planning laws and practices. Hours devoted to business outside trading hours : less than 1 hour/month; Percentage of total yearly compensation expected to be derived from the business : less than 5%. Bookkeeper; Synaptic Robotics, LLC; investment related: Yes; Location of the business: 1684 Oldtown Avenue West Bloomfield MI 48324 USA; Description of the business: I assist Daniel Wagner, President of Synaptic Robotics, LLC, with creating and sending invoices for his business on a weekly basis (or as needed), and tracking whether those invoices have been paid by his clients per the terms of their agreement. I spend approximately one (1) hour of time a week, outside of regular business hours, doing this work. It is not compensated.; Responsibilities Duties: I create and send invoices, and track whether they have been paid.; Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
September 14, 2018 - April 10, 2024
VERDE CAPITAL MANAGEMENT, INC.
RIA
CRD#: 147179
CLARKSTON, MI
Past
January 4, 2017 - July 31, 2018
OSAIC FA, INC.
RIA
CRD#: 3978
SOUTHFIELD, MI
Past
August 29, 2016 - July 31, 2018
OSAIC FA, INC.
BD
CRD#: 3978
SOUTHFIELD, 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".
VC
VERDE CAPITAL MANAGEMENT, INC.
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.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VC
VERDE CAPITAL MANAGEMENT, INC.
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
RIA
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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
13
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
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.
