Bradley
Skluzacek
Greenup Street Wealth Management LLC
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About this Advisor
Bradley Skluzacek is a certified financial planner who works in Overland Park, Kansas, with a total of 1 year of relevant experience. Skluzacek is on the advisory team at Greenup Street Wealth Management LLC. Skluzacek has gained experience at American Century Investments Serv. Inc, Academy Bank, Freightquote, Missouri State University, Greenup Wealth Management and Greenup Street Wealth Management LLC. Skluzacek maintains a Series 63 license, qualifying them as a securities broker, and is able to serve investors in Kansas and Texas. Greenup Street Wealth Management LLC is a registered investment firm operating out of Ann Arbor, MI. It has offices in two locations and a total of 12 advisors. It manages $359 million in assets under management among its 1,301 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 1,301 client accounts, 27% are held by high-net-worth investors who have greater than $1 million in investable assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on the type of services offered. However, fees charged by Greenup Street Wealth Management LLC can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$359,407,070
12
1,301
$276,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bradley Skluzacek Work History
Bradley has been registered as a financial advisor for 1 years.*
Greenup Wealth Management
Greenup Street Wealth Management LLC
American Century Investments Serv. Inc
Freightquote
Academy Bank
Missouri State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Skluzacek 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
Ann Arbor, MI
Overland Park, KS
Overland Park, KS
Ann Arbor, MI
Ann Arbor, MI
Overland Park, KS
Calabasas, CA
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
