Michael Mercer (CRD# 7281894) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Prairie Village, KS and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenup Street Wealth Management LLC | Ann Arbor, MI | Jan 2024 - Current | < 1 |
| Gateway First Bank | Overland Park, KS | May 2022 - Jan 2024 | 1 |
| Wyndham Capital | Overland Park, KS | Dec 2021 - May 2022 | < 1 |
| Farmers Bank And Trsut | Overland Park, KS | Sep 2020 - Dec 2021 | 1 |
| Lockton Companies LLC | Kansas City, MO | Jul 2018 - Sep 2020 | 2 |
| Lockton Investment Securities, LLC | Kansas City, MO | Jul 2018 - Sep 2020 | 2 |
| Unemployed | Kasnsas City, MO | Oct 2017 - Jul 2018 | < 1 |
| Verathon Medical | Bothell, WA | Dec 2013 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- KS
-
Total Assets Under Management511MILLIONS
-
Total Number of Accounts1,697ACCOUNTS
-
Average Account Value$301,019
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, FL, IL, IN, KS, LA, MI, MN, MO, NC, NE, NH, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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