Unclaimed Profile

Daniel J Greulich

GREENUP STREET WEALTH MANAGEMENT LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 63, Series 66CFP CFAClean record18 years registeredGREENUP STREET WEALTH MANAGEMENT LLC

7300 W 110TH STREET, OVERLAND PARK, KS 66210CRD# 5243352Firm CRD# 311391

Profile Verification

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

Identity

Daniel J Greulich · OVERLAND PARK, KS

Registration

CRD #5243352 · GREENUP STREET WEALTH MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

GREENUP STREET WEALTH MANAGEMENT LLC

Nov 2020 – present

SPOTLIGHT ASSET GROUP

Mar 2018 – Dec 2020

Ann Arbor, MI

STRATEGIC ADVISERS LLC

Oct 2007 – Apr 2018

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · October 30, 2007

Years registered · 18

Professional designations · CFP, CFA

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 Daniel J Greulich offer?

Daniel J Greulich specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Daniel J Greulich's credentials?

Daniel J Greulich holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel J Greulich located?

Daniel J Greulich 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 Daniel J Greulich charge for services?

Daniel J Greulich'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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