Matthew Kitzman has been an investment adviser representative at Greenup Street Wealth Management since September 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Matt Kitzman is Vice President and Wealth Advisor of GreenUp Wealth Management, based in Omaha, Nebraska. He has more than two decades of experience in the financial services industry and serves clients as a financial advisor. Before joining GreenUp Wealth, he served four years in the U.S. Army as a Tank Mechanic. He combines holistic planning with fundamental investment strategies to guide clients through all stages of life.
Matthew Kitzman’s longest registration was 7 years at Edelman Financial Engines (2016–2024). Before joining Greenup Street Wealth Management in 2025, Matthew Kitzman was registered through One Capital Management, LLC and Edelman Financial Engines.
- – present · 1 yearOmaha, NE · Adviser representative · Firm CRD 311391
- One Capital Management, LLC– · 1 yearWest Des Moines, IA · Adviser representative · Firm CRD 114861
- Edelman Financial Engines– · 7 yearsWest Des Moines, IA · Adviser representative · Firm CRD 104510
- Financial Engines Advisor Center, LLC– · 1 yearWest Des Moines, IA · Adviser representative · Firm CRD 109238
- The Mutual Fund Store– · under a yearOmaha, NE · Adviser representative · Firm CRD 143132
- Amerivest Investment Management, LLC– · 4 yearsOmaha, NE · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 4 yearsOmaha, NE · Adviser representative · Firm CRD 7870
- Morgan Stanley– · under a yearOmaha, NE · Adviser representative · Firm CRD 7556
Professional designations
Listed by Greenup Street Wealth Management
- Certified Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Matthew Kitzman is registered as an investment adviser representative in Nebraska, since September 2025.
- NebraskaSince 9 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 March 2010 |
| Series 7 | General Securities Representative Examination | 8 January 2010 |
| Series 31 | Futures Managed Funds Examination | 10 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Futures Managed Funds Examination
- Full name
- Matthew James Kitzman
- CRD
- 4474159
- Firm
- Greenup Street Wealth Management · CRD 311391
- Office
- Omaha, NE
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenupwealth.com
Where does Matthew Kitzman work?
Matthew Kitzman is an investment adviser representative registered through Greenup Street Wealth Management LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Kitzman a financial advisor?
Yes. Matthew Kitzman has a current investment-adviser registration in Nebraska, through Greenup Street Wealth Management since September 2025.
How many years of experience does Matthew Kitzman have?
Matthew Kitzman has 17 years in the financial industry, since April 2009, across 8 adviser firms.
What exams has Matthew Kitzman passed?
Matthew Kitzman has passed 3 licensing exams: the Series 31, Series 7 and Series 66. The earliest, the Series 31, was passed in December 2001. FINRA credited Matthew Kitzman with the SIE, which began in October 2018.
Where did Matthew Kitzman work before Greenup Street Wealth Management?
Before Greenup Street Wealth Management, Matthew Kitzman was registered through One Capital Management, LLC, June 2024 to September 2025; Edelman Financial Engines, November 2016 to June 2024; Financial Engines Advisor Center, LLC, September 2015 to November 2016; The Mutual Fund Store, October 2014 to September 2015; Amerivest Investment Management, LLC, March 2010 to October 2014; TD Ameritrade, Inc., March 2010 to October 2014; Morgan Stanley, March 2002 to January 2003.
Where is Matthew Kitzman based?
Matthew Kitzman’s registered office is in Omaha, NE.
Is Matthew Kitzman registered with FINRA?
No. Matthew Kitzman has no current broker registration.
How can I verify Matthew Kitzman’s record?
Search CRD 4474159 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Kitzman’s full registration record.
