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Dennis Goodwin | Financial Advisor

Profile img for Dennis Goodwin, financial advisor at GreenUp Wealth Management
Overland Park, KS
Dennis Goodwin
Financial Advisor
GreenUp Wealth Management

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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 within the financial services sector as a sales manager, operations manager, and learning and development specialist, have provided him a great deal of knowledge and experience which he brings to bear in each of his client relationships. Born in Kansas, Dennis spent his formative years in a small town in Northwest Iowa where the core values of honesty, integrity, and “always doing the right thing” were instilled at an early age and remain guiding principles in his life today. He is an avid horseman and enjoys ranch riding or hunting with the Fort Leavenworth Hunt. He is a past President of The Kansas Horse Council.
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Credentials and Designations

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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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Series 63 - Uniform Securities State Law Examination

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Series 65 - Uniform Investment Adviser Law Exam

Education

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Iowa State UniversityBachelor of Arts. CommunicationsYear Obtained: 1970
Quick Facts About Dennis
Years of Experience:28 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Estate Planning Strategies

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Tax Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Overland Park, KS
Dennis Goodwin
Financial Advisor
GreenUp Wealth Management
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