Kyle Barclay has been Senior Vice President and Wealth Advisor of Greenup Street Wealth Management since April 2021, is a control person of the firm and directly owns between 10% and 25% of it. Kyle Barclay holds a Bachelor of Science in Economics from Missouri Western State University and a Bachelor of Arts in Spanish from Missouri Western State University.
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.
Kyle Barclay is Senior Vice President and Wealth Advisor of GreenUp Wealth Management, based in Overland Park, Kansas. He has been in the financial services industry for more than 15 years and joined GreenUp Wealth Management in April of 2021. Previously he served clients as a financial advisor at a broker dealer and as an investment advisor for 10 years. Before working in financial services, he spent 8 years in management for grocery stores across Missouri and Kansas.
Kyle Barclay’s longest registration is the current one, 5 years at Greenup Street Wealth Management since 2021. Before joining Greenup Street Wealth Management in 2021, Kyle Barclay was registered through American Century Investments Private Client Group, Inc.
- – present · 5 yearsOverland Park, KS · Adviser representative · Firm CRD 311391
- American Century Investments Private Client Group, Inc.– · 3 yearsKansas City, MO · Adviser representative · Firm CRD 290043
Professional designations
Listed by Greenup Street Wealth Management
- Accredited Wealth Management Advisor (AWMA®)
Investment adviser representative registrations
Kyle Barclay is registered as an investment adviser representative in 2 states. The first approvals date from May 2021; the most recent is Kansas, in July 2021.
- KansasSince 7 July 2021
- TexasSince 13 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 17 June 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 October 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kyle Joseph Barclay
- CRD
- 5843976
- Firm
- Greenup Street Wealth Management · CRD 311391
- Role
- Senior Vice President and Wealth Advisor
- Office
- 7300 W 110TH STREET, SUITE 700, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenupwealth.com
Where does Kyle Barclay work?
Kyle Barclay has been Senior Vice President and Wealth Advisor of Greenup Street Wealth Management LLC since April 2021, and is a control person of the firm.
Is Kyle Barclay a financial advisor?
Yes. Kyle Barclay has a current investment-adviser registration in Kansas and Texas, through Greenup Street Wealth Management since May 2021.
How many years of experience does Kyle Barclay have?
Kyle Barclay has 15 years in the financial industry, since October 2010, across 2 adviser firms.
What exams has Kyle Barclay passed?
Kyle Barclay has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in October 2010. FINRA credited Kyle Barclay with the SIE, which began in October 2018.
Where did Kyle Barclay work before Greenup Street Wealth Management?
Before Greenup Street Wealth Management, Kyle Barclay was registered through American Century Investments Private Client Group, Inc., November 2017 to May 2021.
Where is Kyle Barclay based?
Kyle Barclay’s registered office is in Overland Park, KS.
Is Kyle Barclay registered with FINRA?
No. Kyle Barclay has no current broker registration.
How can I verify Kyle Barclay’s record?
Search CRD 5843976 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Barclay’s full registration record.
