GreenUp Wealth
Brad Skluzacek, CFP®, CPWA® is a seasoned financial professional currently serving as Senior Vice President at GreenUp Wealth since April 2022, following a successful tenure at American Century Investments from January 2014 to April 2022, where roles included Financial Consultant and Investment Solutions Consultant. Skluzacek's experience encompasses a range of client-focused positions, emphasizing financial goal discussions, investment planning, and retirement account management. Previous roles also include Broker at Freightquote, Personal Banker at Dickinson Financial Corporation, and marketing positions with BDS Marketing. Skluzacek's educational background includes advanced finance and wealth management degrees from esteemed institutions such as Yale School of Management and Northwestern University, complemented by a BS in Finance from Missouri State University.
GreenUp Wealth
The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term objectives, tax planning, legacy and estate planning, risk management reviews and digital tools to track your progress.