Victoria Burress has been an investment adviser representative at Greenup Street Wealth Management since October 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.
Victoria Burress is Vice President and Wealth Advisor of GreenUp Wealth Management, based in Austin, Texas. She has spent nearly a decade in financial services. She worked at one of the nation's largest brokerage firms in multiple areas of financial management. Most recently she worked at a Registered Investment Advisor as a Certified Financial Planner, specializing in investment management and trading.
Victoria Burress’ longest registration was 4 years at Austin Asset (2021–2025). Before joining Greenup Street Wealth Management in 2025, Victoria Burress was registered through Austin Asset and Charles Schwab & Co., Inc.
- – present · 1 yearAustin, TX · Adviser representative · Firm CRD 311391
- Austin Asset– · 4 yearsAustin, TX · Adviser representative · Firm CRD 105441
- Charles Schwab & Co., Inc.– · 2 yearsLa Jolla, CA · Adviser representative · Firm CRD 5393
Professional designations
Listed by Greenup Street Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Victoria Burress is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- KansasSince 13 October 2025
- TexasSince 13 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 August 2018 |
| Series 7 | General Securities Representative Examination | 1 June 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Victoria Blake Burress
- CRD
- 6857044
- Firm
- Greenup Street Wealth Management · CRD 311391
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenupwealth.com
Where does Victoria Burress work?
Victoria Burress is an investment adviser representative registered through Greenup Street Wealth Management LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Victoria Burress a financial advisor?
Yes. Victoria Burress has a current investment-adviser registration in Kansas and Texas, through Greenup Street Wealth Management since October 2025.
How many years of experience does Victoria Burress have?
Victoria Burress has 8 years in the financial industry, since August 2018, across 3 adviser firms.
What exams has Victoria Burress passed?
Victoria Burress has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2018. FINRA credited Victoria Burress with the SIE, which began in October 2018.
Where did Victoria Burress work before Greenup Street Wealth Management?
Before Greenup Street Wealth Management, Victoria Burress was registered through Austin Asset, January 2021 to July 2025; Charles Schwab & Co., Inc., August 2018 to December 2020.
Where is Victoria Burress based?
Victoria Burress’ registered office is in Austin, TX.
Is Victoria Burress registered with FINRA?
No. Victoria Burress has no current broker registration.
Is Victoria Burress a CFP?
Greenup Street Wealth Management lists Victoria Burress with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Victoria Burress’ record?
Search CRD 6857044 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victoria Burress’ full registration record.
