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Brad Skluzacek
CFP® CPWA®

Vice President | Wealth Advisor | Kansas City

Brad is a Certified Financial Planner™ professional who has been in the financial services industry for over a decade. Having served clients in many roles, ranging from Personal Banker to Financial Advisor, Brad brings a vast level of expertise providing a truly elite wealth management experience for his clients.

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Brad is an advocate for clients and has a passion for all aspects of financial planning with specialization in asset management, investment planning, retirement planning, portfolio construction and savings strategies. Brad believes “It’s important to have a plan in place so you don’t have to sacrifice the things you enjoy doing at any time.”

Brad has had the opportunity to live in multiple places across the Midwest, including Indiana, Kentucky, Chicago, and Missouri. Brad lives in Kansas City, where he enjoys golf, fitness, traveling and spending time with his family.

Education

Missouri State University
Bachelor of Science in Finance

Certifications

Northwestern University
Certified Financial Planner – CFP®

Yale University
Certified Private Wealth Advisor – CPWA®

College for Financial Planning
Accredited Asset Management Specialist – AAMS®

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Working with GreenUp means getting advice from advisors who care.  We’ll help guide you through your financial life so that your wealth works for you.

Interested in talking? You may be surprised at what is possible.  Reach out to learn more.

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