Kimberly Accurso has been an investment adviser representative at Verde Capital Management since January 2025, and is not listed among the firm’s executive officers or direct owners. Kimberly Accurso studied at the University of Michigan.
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.
Kim Accurso is Financial Advisor of Verde Capital Management. Accurso began in banking as a summer bank teller at the National Bank of Detroit, then spent 14 years at JPMorgan Chase (then Bank One), including 4 years in Retail Banking as a licensed personal banker and time in the Private Bank working with high net worth families. In 2016 Accurso began managing a service team in Commercial Banking at Wells Fargo, growing to cover multiple states and 10 team members over an 8-year tenure.
- – present · 1 yearClarkston, MI · Adviser representative · Firm CRD 147179
Investment adviser representative registrations
Kimberly Accurso is registered as an investment adviser representative in Michigan, since January 2025.
- MichiganSince 17 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 19 May 2009 |
| Series 7 | General Securities Representative Examination | 28 April 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 March 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kimberly Lauren Accurso
- CRD
- 4633678
- Firm
- Verde Capital Management · CRD 147179
- Office
- 8031 ORTONVILLE ROAD, SUITE 210, Clarkston, MI 48348
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- verdecm.com
Where does Kimberly Accurso work?
Kimberly Accurso is an investment adviser representative registered through Verde Capital Management, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kimberly Accurso a financial advisor?
Yes. Kimberly Accurso has a current investment-adviser registration in Michigan, through Verde Capital Management since January 2025.
How many years of experience does Kimberly Accurso have?
Kimberly Accurso has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Kimberly Accurso passed?
Kimberly Accurso has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in March 2003. FINRA credited Kimberly Accurso with the SIE, which began in October 2018.
Where is Kimberly Accurso based?
Kimberly Accurso’s registered office is in Clarkston, MI.
Is Kimberly Accurso registered with FINRA?
No. Kimberly Accurso has no current broker registration.
How can I verify Kimberly Accurso’s record?
Search CRD 4633678 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Accurso’s full registration record.
