Cynthia Lundberg has been an investment adviser representative at Verde Capital Management since April 2018, and is not listed among the firm’s executive officers or direct owners. Cynthia Lundberg holds a Bachelor of Science in Psychology from Michigan State University and a Master of Business Administration from Wayne State University.
Verde Capital Management, Inc. is a Clarkston, MI firm with $846M under management, 824 clients and 12 advisers in one office, as of its August 2026 filing.
Cindy Lundberg is Financial Advisor and Marketing Director of Verde Capital Management. Lundberg began her professional career as a financial advisor at Ameriprise Financial in Troy, Michigan, then joined JPMorgan Private Bank in Bloomfield Hills, Michigan, advancing to manage the entire service team for Michigan. In 2016 Lundberg moved with a Wealth Management team to the Private Banking and Investment Group at Merrill Lynch in Farmington Hills, Michigan, before joining Verde as a Financial Advisor.
Cynthia Lundberg’s longest registration is the current one, 8 years at Verde Capital Management since 2018. Before joining Verde Capital Management in 2018, Cynthia Lundberg was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 8 yearsClarkston, MI · Adviser representative · Firm CRD 147179
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearFarmington Hills, MI · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Cynthia Lundberg is registered as an investment adviser representative in Michigan, since April 2018.
- MichiganSince 17 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 November 2016 |
| Series 24 | General Securities Principal Examination | 9 June 2014 |
| Series 7 | General Securities Representative Examination | 30 November 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Cynthia Grace Lundberg
- CRD
- 4937439
- Firm
- Verde Capital Management · CRD 147179
- Office
- 8031 ORTONVILLE ROAD, SUITE 210, Clarkston, MI 48348
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- verdecm.com
Where does Cynthia Lundberg work?
Cynthia Lundberg is an investment adviser representative registered through Verde Capital Management, Inc. since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Cynthia Lundberg a financial advisor?
Yes. Cynthia Lundberg has a current investment-adviser registration in Michigan, through Verde Capital Management since April 2018.
How many years of experience does Cynthia Lundberg have?
Cynthia Lundberg has 20 years in the financial industry, since May 2006, across 2 adviser firms.
What exams has Cynthia Lundberg passed?
Cynthia Lundberg has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in November 2005. FINRA credited Cynthia Lundberg with the SIE, which began in October 2018.
Where did Cynthia Lundberg work before Verde Capital Management?
Before Verde Capital Management, Cynthia Lundberg was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2016 to January 2018.
Where is Cynthia Lundberg based?
Cynthia Lundberg’s registered office is in Clarkston, MI.
Is Cynthia Lundberg registered with FINRA?
No. Cynthia Lundberg has no current broker registration.
How can I verify Cynthia Lundberg’s record?
Search CRD 4937439 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cynthia Lundberg’s full registration record.
