Brandon Kraus, CFP®, AWMA®
Overland Park, KS
Verified Identity
GreenUp Wealth Management
Years of Experience
19 years
Member Since
2023
Allow Me to Introduce Myself
I am a Certified Financial Planner and have been in the financial services industry advocating for clients by helping them reach their financial goals for over 16 years. I focus on the financial planning process to help clients plan for and thrive in retirement allowing them to enjoy the lifestyle ...
Clientele
Inheritors
Real Estate Developers
Professional Athletes
Parents of Special Needs Children
Retirees
Startup Employees
Ultra High Net Worth Individuals
Healthcare Workers
Tech Employees
Attorneys & Paralegals
Corporate Executives
Partners at Law Firms
Doctors
Surviving Spouses
Single Mothers
Divorcees
High Net Worth Individuals
Wealthy Families
Women in Tech
Business Owners
Software Engineers
Tech Sales
Businesswomen
1st Generation Americans
Veterans & Active Duty Military
Government Contractors
Nurses
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Cash Flow Analysis
Succession Planning
Credit & Lending Needs
College Planning
Philanthropic Planning and Giving
High Net Worth Planning
Ultra High Net Worth Planning
Tax Minimization Inv...
Retirement Income
Portfolio Construction
Alternative Investments
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeAUM
Education
Rockhurst University
Bachelor's of Science and Financial Markets and Economic Analysis
Obtained in 2005
Disclosures and Proof of License
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