Unclaimed Profile

Anthony Michael Schmitt

GREENUP STREET WEALTH MANAGEMENT LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 24, Series 63, Series 66Clean record16 years registeredGREENUP STREET WEALTH MANAGEMENT LLC

7300 W 110TH STREET, OVERLAND PARK, KS 66210CRD# 3168815Firm CRD# 311391

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Michael Schmitt · OVERLAND PARK, KS

Registration

CRD #3168815 · GREENUP STREET WEALTH MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

GREENUP STREET WEALTH MANAGEMENT LLC

May 2021 – present

REGAL ADVISORY SERVICES, INC.

Nov 2019 – Apr 2021

St. Louis, MO

SPOTLIGHT ASSET GROUP

Mar 2018 – Aug 2019

Brentwood, TN

SCOTTRADE INVESTMENT MANAGEMENT

Mar 2014 – Mar 2018

Chesterfield, MO

AMERIVEST INVESTMENT MANAGEMENT, LLC

May 2010 – Nov 2013

CHESTERFIELD, MO

TD AMERITRADE, INC.

May 2010 – Nov 2013

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 14, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREENUP STREET WEALTH MANAGEMENT LLC

CRD 311391 · SEC 801-122080

AUM

$511M

Regulatory assets under management

Employees

1,697 client accounts

Services offered by GREENUP STREET WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREENUP STREET WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Michael Schmitt offer?

Anthony Michael Schmitt specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Anthony Michael Schmitt's credentials?

Anthony Michael Schmitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Michael Schmitt located?

Anthony Michael Schmitt is based in OVERLAND PARK, Kansas, working with GREENUP STREET WEALTH MANAGEMENT LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Anthony Michael Schmitt charge for services?

Anthony Michael Schmitt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREENUP STREET WEALTH MANAGEMENT LLC?

GREENUP STREET WEALTH MANAGEMENT LLC has approximately 15 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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