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Brandon Kraus, CFP®, AWMA® | Financial Advisor

Profile img for Brandon Kraus, financial advisor at GreenUp Wealth Management
Overland Park, KS
Brandon Kraus, CFP®, AWMA®
Financial Advisor
GreenUp Wealth Management

Verified Identity

Important Disclosures

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 they deserve during these incredible years. I grew up in a small rural town in Missouri where hard work, a sense of community, and serving others was ingrained in me. I brought those values to Kansas City where I attended Rockhurst University, graduating with a Bachelor’s Degree in Finance/Economics. I have spent the last 16 years bringing those small town values to my practice, growing in experience and expertise helping clients realize their financial dreams.
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Specialties and Expertise

11
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 Investment Strategies
Retirement Income
Portfolio Construction
Alternative Investments

Clientele

27
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

Credentials and Designations

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Certified Financial Planner™

Education

1
Rockhurst UniversityBachelor's of Science and Financial Markets and Economic AnalysisYear Obtained: 2005
Quick Facts About Brandon
Years of Experience:19 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

Flat Fee
AUM

Proof of License

BrokerCheck
SEC Profile
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Overland Park, KS
Brandon Kraus, CFP®, AWMA®
Financial Advisor
GreenUp Wealth Management
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