Michael Kelly Mercer
Investment adviser representative at Greenup Street Wealth Management LLC
13 yearsExperience
1 stateRegistered in
$900.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Greenup Street Wealth Management LLCJan 2024 to now
- Gateway First BankMay 2022 to Jan 2024
- Wyndham CapitalDec 2021 to May 2022
- Farmers Bank and TrsutSep 2020 to Dec 2021
- Lockton Companies LLCJul 2018 to Sep 2020
- Lockton Investment Securities, LLCJul 2018 to Sep 2020
- UnemployedOct 2017 to Jul 2018
- Verathon MedicalDec 2013 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
Greenup Street Wealth Management LLC
$900.4MAssets managed
973Clients
20Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7281894
- Firm CRD
- 311391