AS
Anthony M. Schmitt
GREENUP STREET WEALTH MANAGEMENT LLC
Overland Park, KS 66210
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CRD#: 3168815
AS
Professional summary
Anthony Michael Schmitt is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in Overland Park, Kansas.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Anthony has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
KOLPING KICKS SOCCER CLUB BOARD OF DIRECTORS POSITION: TECHNICAL DIRECTOR NATURE: SOCCER COACHING, SOCCER CLUB OPERATIONS INVESTMENT RELATED: NO NUMBER OF HOURS: 8 INVESTMENT RELATED HOURS: 0 START DATE: 07/29/2013 ADDRESS: 4650 MERAMEC BOTTOM RD, ST. LOUIS MO 63128 DESCRIPTION: THE TECHNICAL DIRECTOR IS RESPONSIBLE FOR DEVELOPING THE SOCCER TRAINING CURRICULUM FOR THE YOUTH SOCCER TEAMS IN THE ORGANIZATION.�, IN ADDITION, THE TECHNICAL DIRECTOR BUILDS TRAINING CURRICULUM FOR THE COACHES IN THE CLUB TO IMPLEMENT.�, THE BOARD POSITION IS A VOTING POSITION FOR THE SOCCER CLUB AND ITS DAY TO DAY OPERATIONS.�, KOLPING KICKS SOCCER CLUB IS A 501C3. THIS IS NOT A PAID POSITION. NAME: Holy Child Catholic Grade School ADDRESS: 2316 Church Road, Arnold, MO 63010 POSITION: Board Member - help govern the direction of the school INVESTMENT-RELATED: No START DATE: 2013 HOURS/MONTH: 4 HOURS DURING MARKET: 0
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Michael Schmitt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 5, 2021 - Present
GREENUP STREET WEALTH MANAGEMENT LLC
Office #1: 7300 W 110th Street Suite 700, Overland Park, KS 66210RIA
CRD#: 311391
Overland Park, KS
Past
November 6, 2019 - April 9, 2021
REGAL ADVISORY SERVICES, INC.
RIA
CRD#: 123842
St. Louis, MO
Past
November 5, 2019 - April 9, 2021
REGAL SECURITIES, INC.
BD
CRD#: 7297
GLENVIEW, IL
Past
March 30, 2018 - August 2, 2019
SPOTLIGHT ASSET GROUP
RIA
CRD#: 288076
Brentwood, TN
Past
March 20, 2014 - March 7, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
Chesterfield, MO
Past
November 18, 2013 - March 7, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
ST LOUIS, MO
Past
May 14, 2010 - November 4, 2013
TD AMERITRADE, INC.
RIA
CRD#: 7870
CHESTERFIELD, MO
Past
May 14, 2010 - November 4, 2013
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
CHESTERFIELD, MO
Past
May 5, 2010 - November 4, 2013
TD AMERITRADE, INC.
BD
CRD#: 7870
CHESTERFIELD, MO
Past
March 29, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
CHESTERFIELD, MO
Past
March 29, 2006 - May 17, 2010
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
CHESTERFIELD, MO
Past
February 19, 2003 - March 29, 2006
EDWARD JONES
BD
CRD#: 250
FENTON, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC | GREENUP WEALTH MANAGEMENT | GREENUP WEALTH
CRD#: 311391 / SEC#: 801-122080
RIA
Registered Investment Advisory firm - (8/27/2021 Approved)California
Registered Investment Advisory firm - (10/2/2021 Terminated)Kansas
Registered Investment Advisory firm - (9/2/2021 Terminated)Michigan
Registered Investment Advisory firm - (9/2/2021 Terminated)Missouri
Registered Investment Advisory firm - (9/2/2021 Terminated)Ohio
Registered Investment Advisory firm - (9/2/2021 Terminated)Texas
Registered Investment Advisory firm - (9/2/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(8/27/2021)
IAR
Texas(5/5/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GS
GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC | GREENUP WEALTH MANAGEMENT | GREENUP WEALTH
CRD#: 311391 / SEC#: 801-122080
RIA
Registered Investment Advisory firm - (8/27/2021 Approved)California
Registered Investment Advisory firm - (10/2/2021 Terminated)Kansas
Registered Investment Advisory firm - (9/2/2021 Terminated)Michigan
Registered Investment Advisory firm - (9/2/2021 Terminated)Missouri
Registered Investment Advisory firm - (9/2/2021 Terminated)Ohio
Registered Investment Advisory firm - (9/2/2021 Terminated)Texas
Registered Investment Advisory firm - (9/2/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7300 W 110th Street Suite 700, Overland Park, KS 66210
Mailing Address
2723 S State Street Suite 117, Ann Arbor, MI 48104
Phone number
(734) 656-8121
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,210 |
| AUM (Assets Under Management) | $ 661,705,072 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
