Daniel J. Greulich

GREENUP STREET WEALTH MANAGEMENT LLC

Overland Park, KS 66210

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CRD#: 5243352

Professional summary

Daniel J Greulich, CFP® is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in Overland Park, Kansas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Greulich's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

November 25, 2020 - Present

GREENUP STREET WEALTH MANAGEMENT LLC

Office #1: 7300 W 110th Street Suite 700, Overland Park, KS 66210

RIA

CRD#: 311391

Overland Park, KS

Past

March 30, 2018 - December 31, 2020

SPOTLIGHT ASSET GROUP

RIA

CRD#: 288076

Ann Arbor, MI

Past

October 30, 2007 - April 11, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ANN ARBOR, MI

Past

December 21, 2006 - April 10, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ANN ARBOR, MI

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(12/2/2020)

IAR

Texas
(11/25/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/19/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/29/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2006

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- GREENUP STREET WEALTH MANAGEMENT LLC (7/3/2025)

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.

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Daniel J. Greulich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Greulich's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPOTLIGHT ASSET GROUP

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

GREENUP STREET WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2007

Series 63

Date: 12/29/2006

SIE

Date: 4/10/2018

Series 7

Date: 12/20/2006

Current Firm

GREENUP STREET WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENUP STREET WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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