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
Chartered Mutual Fund Counselor®
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Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative 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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