Michael Mitchell has been an investment adviser representative at Greenup Street Wealth Management since November 2021, 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.
Michael Mitchell’s longest registration is the current one, 4 years at Greenup Street Wealth Management since 2021. Before joining Greenup Street Wealth Management in 2021, Michael Mitchell was registered through Spotlight Asset Group and Creative Planning.
- – present · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 311391
- Spotlight Asset Group– · 3 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 288076
- Creative Planning– · 3 yearsWarrenville, IL · Adviser representative · Firm CRD 105348
- Wealthquest Corporation– · under a yearCincinnati, OH · Adviser representative · Firm CRD 141473
- J.P. Morgan Securities LLC– · under a yearWilmette, IL · Adviser representative · Firm CRD 79
- Chase Investment Services Corp.– · under a yearWilmette, IL · Adviser representative · Firm CRD 25574
- Amerivest Investment Management, LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 1 yearChicago, IL · Adviser representative · Firm CRD 7870
- Strategic Advisers, Inc.– · 2 yearsSchaumburg, IL · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Michael Mitchell is registered as an investment adviser representative in Illinois, since November 2021.
- IllinoisSince 19 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 March 2007 |
| Series 7 | General Securities Representative Examination | 24 January 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Edward Mitchell
- CRD
- 5167022
- Firm
- Greenup Street Wealth Management · CRD 311391
- Office
- 7300 W 110TH STREET, SUITE 700, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Mitchell work?
Michael Mitchell is an investment adviser representative registered through Greenup Street Wealth Management LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael Mitchell a financial advisor?
Yes. Michael Mitchell has a current investment-adviser registration in Illinois, through Greenup Street Wealth Management since November 2021.
How many years of experience does Michael Mitchell have?
Michael Mitchell has 17 years in the financial industry, since April 2009, across 9 adviser firms.
What exams has Michael Mitchell passed?
Michael Mitchell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2007.
Where did Michael Mitchell work before Greenup Street Wealth Management?
Before Greenup Street Wealth Management, Michael Mitchell was registered through Spotlight Asset Group, May 2017 to September 2020; Creative Planning, October 2013 to May 2017; Wealthquest Corporation, May 2013 to November 2013; J.P. Morgan Securities LLC, October 2012 to March 2013; Chase Investment Services Corp., December 2011 to October 2012; Amerivest Investment Management, LLC, June 2010 to October 2011; TD Ameritrade, Inc., June 2010 to October 2011; Strategic Advisers, Inc., September 2007 to June 2010.
Where is Michael Mitchell based?
Michael Mitchell’s registered office is in Overland Park, KS.
Is Michael Mitchell registered with FINRA?
No. Michael Mitchell has no current broker registration.
How can I verify Michael Mitchell’s record?
Search CRD 5167022 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Mitchell’s full registration record.
