Unclaimed Profile

Holly Jamie Kamm

VERDE CAPITAL MANAGEMENT, INC.·CLARKSTON, Michigan

SIE, Series 7, Series 66Clean record9 years registeredVERDE CAPITAL MANAGEMENT, INC.

8031 ORTONVILLE ROAD, CLARKSTON, MI 48348CRD# 6555857Firm CRD# 147179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Holly Jamie Kamm · CLARKSTON, MI

Registration

CRD #6555857 · VERDE CAPITAL MANAGEMENT, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERDE CAPITAL MANAGEMENT, INC.

VERDE CAPITAL MANAGEMENT, INC.

Sep 2018 – Apr 2024

CLARKSTON, MI

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2017 – Jul 2018

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 4, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERDE CAPITAL MANAGEMENT, INC.

CRD 147179 · SEC 801-69167

AUM

$570M

Regulatory assets under management

Employees

3,777 client accounts

Services offered by VERDE CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VERDE CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Holly Jamie Kamm offer?

Holly Jamie Kamm specializes in Financial Planning, Investment Management, Wealth Management.

What are Holly Jamie Kamm's credentials?

Holly Jamie Kamm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Holly Jamie Kamm located?

Holly Jamie Kamm is based in CLARKSTON, Michigan, last registered with VERDE CAPITAL MANAGEMENT, INC..

How does Holly Jamie Kamm charge for services?

Holly Jamie Kamm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERDE CAPITAL MANAGEMENT, INC.?

VERDE CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $570M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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