Dennis Goodwin

Overland Park, KS

Verified Identity

GreenUp Wealth Management

Years of Experience

28 years

Member Since

2023

Allow Me to Introduce Myself

Since 1995 Dennis is a Vice President, Wealth Advisor, at Greenup Wealth and brings over two and half decades of financial services experience to the firm. Prior to joining Greenup, Dennis spent eight years as an advisor with one of the largest RIA firms in Kansas City. Dennis’ prior experience with...

Services Provided

Investment Management

Estate Planning Strategies

Tax Planning

Retirement Planning

Credentials and Designations

CMFC®

Chartered Mutual Fund Counselor®

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Series 66

Series 66 - Uniform Combined State Law Exam

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Pricing Models

Flat FeeAUM

Education

Iowa State University

Bachelor of Arts. Communications

Obtained in 1970

Disclosures and Proof of License

SEC Profile

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