About Brandon
Brandon is a Certified Financial Planner™ professional and has been in the financial services industry advocating for clients by helping them reach their financial goals for over 15 years. Brandon focuses on the financial planning process to help clients plan for and thrive in retirement allowing them to enjoy the lifestyle they deserve during these incredible years.
Areas of focus
Credentials & background
Designations
Education
Graduated from Rockhurst University Bachelors of Science in Financial Markets and Economic Analysis
Clients served
Registered in
Kansas
Regulatory
The firm
GreenUp Wealth Management helps investors realize their dreams & build personal wealth. Our planners walk you through customized and goal-based retirement plans, investment strategies, insurance needs, and tax strategies.
7300 W 110th Street Suite 700, Overland Park, KS 66210$661M assets under managementDisclosures
There are no warranties implied. GreenUp Wealth Management is an SEC-registered investment adviser located in Ann Arbor, MI, Calabasas, CA, Overland Park, KS & Bradenton, FL. Registration as an investment adviser does not imply a certain level of skill or training. GreenUp Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.There are no warranties implied. GreenUp Wealth Management is an SEC-registered investment adviser located in Ann Arbor, MI, Calabasas, CA, Overland Park, KS & Bradenton, FL. Registration as an investment adviser does not imply a certain level of skill or training. GreenUp Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.