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Daniel J Greulich

Greenup Street Wealth Management LLC

Overland Park, KS

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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
MI RA APPROVED 2020-12-02
TX RA APPROVED 2020-11-25
  • MI RA
    APPROVED
    Since 2020-12-02
  • TX RA
    APPROVED
    Since 2020-11-25

Branch Locations

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • 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
Fidelity Investments Cincinnati OH 08/2006 04/2018
Spotlight Asset Group, Inc. Ann Arbor MI 03/2018 Present
Greenup Street Wealth Management, Llc Ann Arbor MI 09/2020 Present
  • 08/2006 → 04/2018
    Fidelity Investments
    Cincinnati, OH
  • 03/2018 → Present
    Spotlight Asset Group, Inc.
    Ann Arbor, MI
  • 09/2020 → Present
    Greenup Street Wealth Management, Llc
    Ann Arbor, MI
Previous Registrations
  • 2018-03-30 → 2020-12-31
    Spotlight Asset Group
    Ann Arbor, MI
    Oakbrook Terrace, IL
  • 2007-10-30 → 2018-04-11
    Strategic Advisers Llc
    Ann Arbor, MI
    Blue Ash, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-19
S63 Uniform Securities Agent State Law Examination 2006-12-29
  • S66 Uniform Combined State Law Examination
    2007-12-19
  • S63 Uniform Securities Agent State Law Examination
    2006-12-29
Designations

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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