Bradley M. Skluzacek
Professional summary
Bradley Michael Skluzacek, CFP®, CPWA®, who also goes by Brad M Skluzacek, Brad Michael Skluzacek, Brad Skluzacek, Bradley M Skluzacek, Bradley Skluzacek, is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in Overland Park, Kansas.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Bradley has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Michael Skluzacek's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Start date: 2021-03-15
Expire date: 2023-02-28
Experience
April 7, 2022 - Present
GREENUP STREET WEALTH MANAGEMENT LLC
Office #1: 7300 W 110th Street Suite 700, Overland Park, KS 66210December 19, 2019 - April 18, 2022
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
January 23, 2014 - April 18, 2022
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
GREENUP STREET WEALTH MANAGEMENT LLC
CRD#: 311391 / SEC#: 801-122080
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2022)
(4/7/2022)
Exams
Current Firm
GREENUP STREET WEALTH MANAGEMENT LLC
CRD#: 311391 / SEC#: 801-122080
Contact information
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.
