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RIA / WealthAdvisor24 years in industry

MATTHEW JAMES KITZMAN

Advisor at GREENUP STREET WEALTH MANAGEMENT LLC

Omaha, NE | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:8ed0fa6d-eadb-5f9f-5d49-a1cc32d98248

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 5, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GREENUP STREET WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 11, 2010
First registration: Mar 5, 2002
Dual registered: no
Other names: MATTHEW KITZMAN
IAPD individual key: 4474159

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GREENUP STREET WEALTH MANAGEMENT LLC	Independent wealth	Sep 9, 2025	n/a	yes	OVERLAND PARK, KS\|Omaha, NE	Current employment
ONE CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 4, 2024	Sep 4, 2025	no	WESTLAKE VILLAGE, CA\|West Des Moines, IA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 30, 2016	Jun 7, 2024	no	WEST DES MOINES, IA\|WEST DES MOINES, IA	Previous registration
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Sep 1, 2015	Nov 30, 2016	no	OMAHA, NE\|OVERLAND PARK, KS\|WEST DES MOINES, IA	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Oct 16, 2014	Sep 8, 2015	no	OMAHA, NE\|OVERLAND PARK, KS	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 19, 2010	Oct 15, 2014	no	OMAHA, NE	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 15, 2010	Oct 15, 2014	no	Omaha, NE\|OMAHA, NE	Previous registration
MORGAN STANLEY DW INC.	n/a	Mar 5, 2002	Jan 30, 2003	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ONE CAPITAL MANAGEMENT, LLC	GREENUP STREET WEALTH MANAGEMENT LLC	Sep 4, 2025	Sep 9, 2025	5	Firm change	RIA to RIA
EDELMAN FINANCIAL ENGINES	ONE CAPITAL MANAGEMENT, LLC	Jun 7, 2024	Jun 4, 2024	-3	Firm change	RIA to RIA
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Nov 30, 2016	Nov 30, 2016	0	Bulk transfer	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Sep 8, 2015	Sep 1, 2015	-7	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	THE MUTUAL FUND STORE	Oct 15, 2014	Oct 16, 2014	1	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 15, 2014	Mar 19, 2010	-1,671	Channel change	Other
MORGAN STANLEY DW INC.	TD AMERITRADE, INC.	Jan 30, 2003	Mar 15, 2010	2,601	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
143132:109238:KS:2015-09-08	Sep 8, 2015	Sep 1, 2015	OVERLAND PARK, KS	Firm change

Relationships

Registered with (8)

→ GREENUP STREET WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 9, 2025 to presentfactForm ADV
→ ONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 4, 2024 to Sep 4, 2025factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 30, 2016 to Jun 7, 2024factForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Sep 1, 2015 to Nov 30, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Oct 16, 2014 to Sep 8, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 19, 2010 to Oct 15, 2014factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 15, 2010 to Oct 15, 2014factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Mar 5, 2002 to Jan 30, 2003factForm ADV

Dated events

Occurred
Sep 4, 2025
Advisor changed firm
Matthew James Kitzman left One Capital Management, Llc for Greenup Street Wealth Management Llc (registered 2025-09-09)
Form ADVobserved 4 days ago
Occurred
Jun 7, 2024
Advisor changed firm
Matthew James Kitzman left Edelman Financial Engines for One Capital Management, Llc (registered 2024-06-04)
Form ADVobserved 4 days ago