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Matthew James Kitzman

Greenup Street Wealth Management LLC

Overland Park, KS

Omaha, NE

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Current Employers
Greenup Street Wealth Management Llc

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-09-09
  • NE RA
    APPROVED
    Since 2025-09-09

Branch Locations

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States

Omaha, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tmfs Advisors, Llc Overland Park KS 08/2015 11/2016
Financial Engines Advisors L.L.C. West Des Moines IA 11/2016 05/2024
One Capital Management, Llc Westlake Village CA 06/2024 09/2025
Greenup Street Wealth Management Llc Overland Park KS 09/2025 Present
Previous Registrations
  • 2024-06-04 → 2025-09-04
    One Capital Management, Llc
    Westlake Village, CA
    West Des Moines, IA
  • 2016-11-30 → 2024-06-07
    Edelman Financial Engines
    West Des Moines, IA
    West Des Moines, IA
  • 2015-09-01 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Omaha, NE
    Overland Park, KS
    West Des Moines, IA
  • 2014-10-16 → 2015-09-08
    The Mutual Fund Store
    Omaha, NE
    Overland Park, KS
  • 2010-03-15 → 2014-10-15
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
  • 2010-03-19 → 2014-10-15
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2002-03-05 → 2003-01-30
    Morgan Stanley Dw Inc.
    Omaha, NE
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-11
  • S66 Uniform Combined State Law Examination
    2010-03-11
Other Names
  • Matthew Kitzman

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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