Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC (CRD# 311391) is a financial advisory firm headquartered in Overland Park, KS. They manage $510,829,034 in 1,697 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    1,697
    ACCOUNTS
  • Average Account Value
    $301,019
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Greenup Street Wealth Management LLC
Showing 1 - 10 of 10 top financial advisors.
1
Kyle J. Barclay
CRD#: 5843976
7300 W 110th Street, Suite 700, Overland Park, KS 66210

Kyle Barclay (CRD# 5843976) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Overland Park, KS and has over 13 years of experience in the finance industry.

2
Dennis D. Goodwin
CRD#: 2688389
7300 W 110th Street, Suite 700, Overland Park, KS 66210

Dennis Goodwin (CRD# 2688389) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Overland Park, KS and has over 12 years of experience in the finance industry.

3
Daniel J. Greulich
CRD#: 5243352
7300 W 110th Street, Suite 700, Overland Park, KS 66210

Daniel Greulich (CRD# 5243352) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

4
Aaron G. Kirsch
CRD#: 4382602
24013 Ventura Blvd, Suite 202, Calabasas, CA 91302

Aaron Kirsch (CRD# 4382602) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Calabasas, CA and has over 22 years of experience in the finance industry.

5
Brandon M. Kraus
CRD#: 5085885
7300 W 110th Street, Suite 700, Overland Park, KS 66210

Brandon Kraus (CRD# 5085885) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

6
Antonio A. Marquez
CRD#: 6456742
7300 W 110th St, Suite 700, Overland Park, KS 66210

Antonio Marquez (CRD# 6456742) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

7
Anthony M. Schmitt
CRD#: 3168815
7300 W 110th Street, Suite 700, Overland Park, KS 66210

Anthony Schmitt (CRD# 3168815) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Overland Park, KS and has over 21 years of experience in the finance industry.

8
Brad P. Tatar
CRD#: 5104579
7300 W 110th Street, Suite 700, Overland Park, KS 66210

Brad Tatar (CRD# 5104579) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Overland Park, KS and has over 15 years of experience in the finance industry.

9
Michael K. Mercer
CRD#: 7281894
Prairie Village, KS

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.

10
Bradley M. Skluzacek
CRD#: 6286281
7300 W 110th Street, Suite 700, Overland Park, KS 66210

Bradley Skluzacek (CRD# 6286281) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Overland Park, KS and has over 10 years of experience in the finance industry.

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