Unclaimed Profile

Kyle Joseph Barclay

GREENUP STREET WEALTH MANAGEMENT LLC·OVERLAND PARK, Kansas

SIE, Series 6, Series 7, Series 63CFPClean record8 years registeredGREENUP STREET WEALTH MANAGEMENT LLC

7300 W 110TH STREET, OVERLAND PARK, KS 66210CRD# 5843976Firm CRD# 311391

Profile Verification

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

Identity

Kyle Joseph Barclay · OVERLAND PARK, KS

Registration

CRD #5843976 · GREENUP STREET WEALTH MANAGEMENT LLC · 8 years registered

Brand Profile

Not yet started

Career History

GREENUP STREET WEALTH MANAGEMENT LLC

May 2021 – present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Nov 2017 – May 2021

Kansas City, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · November 9, 2017

Years registered · 8

Professional designation · CFP

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 Kyle Joseph Barclay offer?

Kyle Joseph Barclay specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Kyle Joseph Barclay's credentials?

Kyle Joseph Barclay holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kyle Joseph Barclay located?

Kyle Joseph Barclay 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 Kyle Joseph Barclay charge for services?

Kyle Joseph Barclay'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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