Michael
Mercer
Greenup Street Wealth Management LLC
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About this Advisor
Michael Mercer is a financial advisor based in Prairie Village, Kansas, working with Greenup Street Wealth Management LLC. Michael has previously held positions at Lockton Companies LLC, Lockton Investment Securities, LLC, Verathon Medical, Farmers Bank And Trust, Wyndham Capital, Gateway First Bank, and Greenup Street Wealth Management LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Michael is part of Greenup Street Wealth Management LLC, which operates out of Prairie Village, Kansas. The firm has 2 offices and 15 employees. The firm manages assets totaling $510.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Greenup Street Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$510,829,034
15
1,697
$301,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Mercer Work History
Greenup Street Wealth Management LLC
Gateway First Bank
Wyndham Capital
Farmers Bank And Trsut
Lockton Companies LLC
Lockton Investment Securities, LLC
Verathon Medical
Disclosures
Please visit the SEC profile of Michael Mercer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greenup Street Wealth Management LLC
Cleveland Heights, OH
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Sanfod, FL
Prairie Village, KS
Overland Park, KS
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