Matthew J. Kitzman
GREENUP STREET WEALTH MANAGEMENT LLC | Director, Financial Planning
Omaha, NE
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CRD#: 4474159
Professional summary
Matthew James Kitzman, who also goes by Matthew Kitzman, is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in Omaha, Nebraska.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Matthew has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 31 exams.
Biography
My mission as a financial planner is to deliver comprehensive retirement and financial planning to all my clients, whether they're striving for homeownership, focused on estate planning, or needing guidance to help get them to the retirement they deserve. Outside of work, I enjoy spending time with my family. I'm also an avid biker and golfer, and I enjoy watching and going to sporting events.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Kitzman
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.
Curve Properties none investment related 4741 s 194th Ave, Omaha, NE 68135 single family home rentals Owner 1/2013 5 hour /month market rentals, refurbish inbetween tenants
CRS (Client Relationship Summary) - RIA
Click below to view Matthew James Kitzman'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®
NoneEducation
Metro Community College
Experience
Current
September 9, 2025 - Present
GREENUP STREET WEALTH MANAGEMENT LLC
RIA
CRD#: 311391
Omaha, NE
Past
June 4, 2024 - September 4, 2025
ONE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 114861
West Des Moines, IA
Past
November 30, 2016 - June 7, 2024
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
WEST DES MOINES, IA
Past
September 1, 2015 - November 30, 2016
FINANCIAL ENGINES ADVISOR CENTER, LLC
RIA
CRD#: 109238
WEST DES MOINES, IA
Past
October 16, 2014 - September 8, 2015
THE MUTUAL FUND STORE
RIA
CRD#: 143132
OMAHA, NE
Past
March 19, 2010 - October 15, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
OMAHA, NE
Past
March 15, 2010 - October 15, 2014
TD AMERITRADE, INC.
RIA
CRD#: 7870
OMAHA, NE
Past
January 11, 2010 - October 15, 2014
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
March 5, 2002 - January 30, 2003
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
OMAHA, NE
Past
November 16, 2001 - January 30, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
Nebraska(9/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GREENUP STREET WEALTH MANAGEMENT LLC
Director, Financial PlanningCRD#: 311391Omaha, NETRUST BUT VERIFY
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