Marc Joseph Bergeron
Investment adviser representative at Verde Capital Management, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$845.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Verde Capital Management, Inc.Feb 2025 to now
- Tfo Wealth PartnersMay 2022 to Jan 2025
- Jasmine Ross State Farm Agency BranchJun 2021 to Aug 2021
- AmazonJun 2020 to Aug 2020
- Westborn MarketJun 2019 to Aug 2019
- Hillsdale CollegeAug 2018 to May 2022
- Ford Motor CompanyJun 2018 to Aug 2018
- Divine Child High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Verde Capital Management, Inc.
$845.8MAssets managed
824Clients
12Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7660357
- Firm CRD
- 147179