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Anthony Michael Schmitt

Greenup Street Wealth Management LLC

Overland Park, KS

CRD 3168815

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Employer firm

Greenup Street Wealth Management LLC CRD 311391

$900M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Greenup Street Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-08-27
TX RA APPROVED_RES 2021-05-05
  • MO RA
    APPROVED
    Since 2021-08-27
  • TX RA
    APPROVED_RES
    Since 2021-05-05

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
Scottrade Investment Management Saint Louis MO 11/2013 03/2018
Spotlight Asset Group, Inc. Oakbrook Terrace IL 03/2018 04/2019
Greenup Street Wealth Management Llc Ann Arbor MI 03/2021 Present
Greenup Street Wealth Management Ann Arbor MI 03/2021 Present
Regal Securities Glenview IL 10/2019 03/2021
Research Based Solutions Chesterfield MO 06/2019 09/2019
  • 11/2013 → 03/2018
    Scottrade Investment Management
    Saint Louis, MO
  • 03/2018 → 04/2019
    Spotlight Asset Group, Inc.
    Oakbrook Terrace, IL
  • 03/2021 → Present
    Ann Arbor, MI
  • 03/2021 → Present
    Greenup Street Wealth Management
    Ann Arbor, MI
  • 10/2019 → 03/2021
    Regal Securities
    Glenview, IL
  • 06/2019 → 09/2019
    Research Based Solutions
    Chesterfield, MO
Previous Registrations
  • 2019-11-06 → 2021-04-09
    St. Louis, MO
    Glenview, IL
  • 2018-03-30 → 2019-08-02
    Spotlight Asset Group
    Brentwood, TN
    Oakbrook Terrace, IL
  • 2014-03-20 → 2018-03-07
    Scottrade Investment Management
    Saint Louis, MO
    Chesterfield, MO
  • 2010-05-14 → 2013-11-04
    Td Ameritrade, Inc.
    Chesterfield, MO
  • 2010-05-14 → 2013-11-04
    Td Ameritrade Investment Management, Llc
    Chesterfield, MO
Other Businesses

KOLPING KICKS SOCCER CLUB BOARD OF DIRECTORS POSITION: TECHNICAL DIRECTOR NATURE: SOCCER COACHING, SOCCER CLUB OPERATIONS INVESTMENT RELATED: NO NUMBER OF HOURS: 8 INVESTMENT RELATED HOURS: 0 START DATE: 07/29/2013 ADDRESS: 4650 MERAMEC BOTTOM RD, ST. LOUIS MO 63128 DESCRIPTION: THE TECHNICAL DIRECTOR IS RESPONSIBLE FOR DEVELOPING THE SOCCER TRAINING CURRICULUM FOR THE YOUTH SOCCER TEAMS IN THE ORGANIZATION.Ã,  IN ADDITION, THE TECHNICAL DIRECTOR BUILDS TRAINING CURRICULUM FOR THE COACHES IN THE CLUB TO IMPLEMENT.Ã,  THE BOARD POSITION IS A VOTING POSITION FOR THE SOCCER CLUB AND ITS DAY TO DAY OPERATIONS.Ã,  KOLPING KICKS SOCCER CLUB IS A 501C3. THIS IS NOT A PAID POSITION. NAME: Holy Child Catholic Grade School ADDRESS: 2316 Church Road, Arnold, MO 63010 POSITION: Board Member - help govern the direction of the school INVESTMENT-RELATED: No START DATE: 2013 HOURS/MONTH: 4 HOURS DURING MARKET: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-11
S63 Uniform Securities Agent State Law Examination 2003-02-21
  • S66 Uniform Combined State Law Examination
    2010-05-11
  • S63 Uniform Securities Agent State Law Examination
    2003-02-21

View on SEC IAPD

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