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

CFP®

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

SEC Profile

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