Daniel Greulich has been Chief Investment Officer of Greenup Street Wealth Management since January 2021, is a control person of the firm and directly owns between 10% and 25% of it. Daniel Greulich holds a Bachelor of Science from Centre College.
Greenup Street Wealth Management LLC is an Overland Park, KS firm with $900M under management, 973 clients and 18 advisers across 3 offices, as of its April 2026 filing.
Daniel Greulich is Chief Investment Officer and Wealth Advisor of GreenUp Wealth Management, based in Ann Arbor, Michigan. He leads the firm's Investment Committee, which designs and implements client portfolios with GreenUp Wealth advisors. He has more than 20 years of experience as a trader, financial advisor and money manager at large and mid-sized financial services companies.
Daniel Greulich’s longest registration was 10 years at Strategic Advisers LLC (2007–2018). Before joining Greenup Street Wealth Management in 2020, Daniel Greulich was registered through Spotlight Asset Group and Strategic Advisers LLC.
- – present · 5 yearsOverland Park, KS · Adviser representative · Firm CRD 311391
- Spotlight Asset Group– · 2 yearsAnn Arbor, MI · Adviser representative · Firm CRD 288076
- Strategic Advisers LLC– · 10 yearsAnn Arbor, MI · Adviser representative · Firm CRD 104555
Professional designations
Listed by Greenup Street Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Daniel Greulich is registered as an investment adviser representative in 2 states. The first approvals date from November 2020; the most recent is Michigan, in December 2020.
- MichiganSince 2 December 2020
- TexasSince 25 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 December 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 2006 |
| Series 7 | General Securities Representative Examination | 20 December 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel J Greulich
- CRD
- 5243352
- Firm
- Greenup Street Wealth Management · CRD 311391
- Role
- Chief Investment Officer
- Office
- 7300 W 110TH STREET, SUITE 700, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- December 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenupwealth.com
Where does Daniel Greulich work?
Daniel Greulich has been Chief Investment Officer of Greenup Street Wealth Management LLC since January 2021, and is a control person of the firm.
Is Daniel Greulich a financial advisor?
Yes. Daniel Greulich has a current investment-adviser registration in Michigan and Texas, through Greenup Street Wealth Management since November 2020.
How many years of experience does Daniel Greulich have?
Daniel Greulich has 19 years in the financial industry, since December 2006, across 3 adviser firms.
What exams has Daniel Greulich passed?
Daniel Greulich has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2006. FINRA credited Daniel Greulich with the SIE, which began in October 2018.
Where did Daniel Greulich work before Greenup Street Wealth Management?
Before Greenup Street Wealth Management, Daniel Greulich was registered through Strategic Advisers LLC, October 2007 to April 2018.
Where is Daniel Greulich based?
Daniel Greulich’s registered office is in Overland Park, KS.
Is Daniel Greulich registered with FINRA?
No. Daniel Greulich has no current broker registration.
Is Daniel Greulich a CFA charterholder?
Greenup Street Wealth Management lists Daniel Greulich with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Daniel Greulich’s record?
Search CRD 5243352 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Greulich’s full registration record.
