Michael Edward Mitchell
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
Series 66
Experience Industry experience
17 years
Location
Overland Park, KS 66210
Greenup Wealth
Team
Michael Mitchell is a financial advisor at Greenup Wealth with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Spotlight Asset Group, Inc. and Creative Planning. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements its management with selected third-party managers when appropriate.
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
Illinois
17 years of industry experience
Greenup Street Wealth Management LLC
2021 - Present • 5 years
Ann Arbor, MI
GreenUp Street Wealth Management
2021 - Present • 5 years
Ann Arbor, MI
N/A
2020 - 2021 • 1 year
N/A, XX
Spotlight Asset Group, Inc.
2017 - 2020 • 3 years
Oak Brook, IL
Creative Planning
2013 - 2017 • 4 years
Warrenville, IL
Wealthquest Corporation
2013 - 2013 • 1 year
Cincinnati, OH
J.P. Morgan Securities
2012 - 2013 • 1 year
Wilmette, IL
Chase Investment Services Corp.
2011 - 2012 • 1 year
Wilmette, IL
TD Ameritrade, INC.
2010 - 2011 • 1 year
Chicago, IL
TD Ameritrade Investment Management, LLC
2010 - 2011 • 1 year
Chicago, IL
Fidelity
2007 - 2010 • 3 years
Schaumburg, IL
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