Direct booking

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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Advisors near 47421

Out of 400,000+ nationwide

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Bruce R

Series 63

Bedford, IN

Regal Capital Management, Inc.

Real estate investing Life insurance needs analysis
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Douglas J

CFP®, Series 63

Bedford, IN

J. W. Cole Advisors, Inc.

Douglas Johnson is a CFP® with 40 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2015. His prior roles include positions at Comprehensive Financial Consultants Institutional, Inc. and JA Benefits, LLC. Outside of his advisory work, he is a managing member of several holding companies and is involved in a care advocacy and advisory organization. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Michael F

Series 63, Series 65

Bedford,In, IN

J. W. Cole Advisors, Inc.

Michael Fidler is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with J. W. Cole Advisors and related entities since 2013 and also works with Comprehensive Financial Consultants Institutional, Inc. since 2014. Outside of his advisory role, he is a minor owner and officer in his wife's silk screen embroidery business, where he occasionally assists. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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James B

Series 63, Series 66

Bedford, IN

LPL Financial

James Bellush is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Vested Enterprises LLC and provides bookkeeping and logistics support through Inthezone LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides a range of investment solutions tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Thomas S

Series 63, Series 66

Bedford, IN

J.P. Morgan Securities

Thomas Strange IV is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Charles Schwab and J.P. Morgan, where he has worked since 2018. Outside of finance, he owns The Dugout, a private baseball training facility serving local athletes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a range of investment and brokerage services.

Wealth management Executive Founder/Business Owner
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Jennifer B

Series 66

Mitchell, IN

Raymond James & Associates

Jennifer Baker is a financial advisor with Raymond James & Associates in Mitchell, Indiana. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at IU Health Paoli Hospital and spent time as a homemaker. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, with additional expertise in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jason J

Series 63, Series 66

Bedford, IN

LPL Financial

Jason Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 24 years before joining LPL Financial in 2023. Jackson is also involved as an insurance agent with Insource Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides multiple portfolio management options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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J G

Series 63, Series 65

Bedford, IN

LPL Financial

J George is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2010. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Dustin W

Series 63, Series 65

Bedford, IN

LPL Financial

Dustin Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining LPL Financial in 2023, he spent over a decade at J.P. Morgan Securities and J.P. Morgan Chase NA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James S

Series 63, Series 66

Mitchell, IN

Raymond James & Associates

James Sullivan is a financial advisor with Raymond James & Associates in Mitchell, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he owns rental real estate. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with services spanning retail, wrap fee advisory programs, and institutional consulting.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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