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Michael Edward Mitchell

Investment Adviser Representative at Greenup Street Wealth Management LLC

Overland Park, KSCRD #5167022Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Edward Mitchell is an investment adviser representative with Greenup Street Wealth Management LLC in Overland Park, KS, where they have been registered since 2021. They have worked in the securities industry since 2009 and have been registered with 9 firms, including Spotlight Asset Group and Creative Planning. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.

Office

7300 W 110th Street, Suite 700
Overland Park, KS 66210

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/12/2007
Series 7
General Securities Representative Examination
Passed 1/24/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Greenup Street Wealth Management LLCCurrent
11/19/2021 – Overland Park, KS
Spotlight Asset Group
5/8/2017 – 9/11/2020Oakbrook Terrace, IL
Creative Planning
10/1/2013 – 5/8/2017Warrenville, IL
Wealthquest Corporation
5/23/2013 – 11/13/2013Cincinnati, OH
J.p. Morgan Securities LLC
10/1/2012 – 3/4/2013Wilmette, IL
Chase Investment Services Corp.
12/20/2011 – 10/1/2012Wilmette, IL
Amerivest Investment Management, LLC
6/28/2010 – 10/4/2011Chicago, IL
TD Ameritrade, Inc.
6/28/2010 – 10/4/2011Chicago, IL
Strategic Advisers, Inc.
9/17/2007 – 6/24/2010Schaumburg, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Creative Planning
    Oct 2013 – May 2017Warrenville, IL
  2. Spotlight Asset Group, Inc.
    May 2017 – Sep 2020Oak Brook, IL
  3. GreenUp Street Wealth Management
    Oct 2021 – no end date reportedAnn Arbor, MI
  4. Greenup Street Wealth Management LLC
    Oct 2021 – no end date reportedAnn Arbor, MI
  5. N/a
    Sep 2020 – Oct 2021N/a, XX

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Greenup Street Wealth Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $500,0001.25%
  • $500,001 - $2,000,0001.00%
  • $2,000,001 - $5,000,0000.85%
  • $5,000,001 - $10,000,0000.70%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
20
Offices listed on AdvisorFinder:
3
Main office:
Overland Park, KS
SEC file number:
801-122080

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 13, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Edward Mitchell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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