Kyle J. Barclay
GREENUP STREET WEALTH MANAGEMENT LLC
Overland Park, KS 66210
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CRD#: 5843976
Professional summary
Kyle Joseph Barclay, CFP®, who also goes by Kyle J Barclay, Kyle Barclay, is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in Overland Park, Kansas.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kyle has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle J Barclay | Kyle Barclay
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Joseph Barclay'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®
CFP®
Start date: 2016
Experience
Current
May 12, 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 9, 2017 - May 4, 2021
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
RIA
CRD#: 290043
Kansas City, MO
Past
June 21, 2011 - December 31, 2012
AMERICAN CENTURY BROKERAGE, INC.
BD
CRD#: 42846
KANSAS CITY, MO
Past
October 25, 2010 - May 4, 2021
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, 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
Kansas(7/7/2021)
IAR
Texas(5/13/2021)
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
CRD#: 311391Overland Park, KS 66210TRUST BUT VERIFY
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