Bradley Michael Skluzacek
Advisor at Greenup Wealth — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
12 years
Location
Overland Park, KS 66210
Greenup Wealth
Team
Bradley Skluzacek is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Greenup Wealth, where he has worked since 2022, following eight years at American Century Investments Services Inc. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies and provides services that include management of non-custodial assets through tax-efficient asset location and rebalancing.
Based on Greenup Wealth
Based on Greenup Wealth
Flat fee financial planning: $3,000 (negotiable)
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.45%
Financial planning subscription fee: $250 per month
Fee-only: Financial planning fees: $250 per month (monthly basis) or flat fee $3,000 (negotiable, at firm's discretion)
Overland Park, KS
7300 W 110th St, Suite 700
Overland Park KS 66210
Advisors at this office
11
Kansas · Texas
12 years of industry experience
Greenup Wealth
2022 - Present • 4 years
Overland Park, KS
GreenUp Wealth Management
2022 - Present • 4 years
Overland Park, KS
American Century Investments Serv. Inc.
2014 - 2022 • 8 years
Kansas City, MO
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