Marc Bergeron has been an investment adviser representative at Verde Capital Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Marc Bergeron’s longest registration was 2 years at Tfo Wealth Partners (2022–2025). Before joining Verde Capital Management in 2025, Marc Bergeron was registered through Tfo Wealth Partners.
- – present · 1 yearClarkston, MI · Adviser representative · Firm CRD 147179
- Tfo Wealth Partners– · 2 yearsMaumee, OH · Adviser representative · Firm CRD 124407
Investment adviser representative registrations
Marc Bergeron is registered as an investment adviser representative in Michigan, since February 2025.
- MichiganSince 25 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Marc Joseph Bergeron
- CRD
- 7660357
- Firm
- Verde Capital Management · CRD 147179
- Office
- 8031 ORTONVILLE ROAD, SUITE 210, Clarkston, MI 48348
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Marc Bergeron work?
Marc Bergeron is an investment adviser representative registered through Verde Capital Management, Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Marc Bergeron a financial advisor?
Yes. Marc Bergeron has a current investment-adviser registration in Michigan, through Verde Capital Management since February 2025.
How many years of experience does Marc Bergeron have?
Marc Bergeron has 3 years in the financial industry, since December 2022, across 2 adviser firms.
What exams has Marc Bergeron passed?
Marc Bergeron passed the Series 65 in October 2022.
Where did Marc Bergeron work before Verde Capital Management?
Before Verde Capital Management, Marc Bergeron was registered through Tfo Wealth Partners, November 2022 to January 2025.
Where is Marc Bergeron based?
Marc Bergeron’s registered office is in Clarkston, MI.
Is Marc Bergeron registered with FINRA?
No. Marc Bergeron has no current broker registration.
How can I verify Marc Bergeron’s record?
Search CRD 7660357 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Bergeron’s full registration record.
