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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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

Top 30 financial advisors of 1,650 near 53072

Out of 400,000+ nationwide

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Brian L

CFP®, CPA, PFS™

Brookfield, WI

Midwest Wealth Solutions LLC

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Liquidity event planning Business exit / sale strategy Business succession planning Executive Founder/Business Owner Parents Gen X (Born 1965-1980)
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Andrew P

CFP®

Delafield, WI

Behl Wealth Management

Andrew strives to understand the uniqueness, varying backgrounds, and experiences of all clients. Andrew graduated from the University of Wisconsin-Madison in the School of Human Ecology with a degree in Personal Finance: Financial Planning along with a Certificate in Entrepreneurship from the School of Business. Coming from a board accredited program, Andrew became a CERTIFIED FINANCIAL PLANNER® within two years of his career. Andrew’s previous role was a Finance Intern for an RIA out of New Jersey where he focused on the financial planning side for clients. When not in the office or meeting with clients, Andrew enjoys traveling and exploring the various outdoor attractions and landscapes Wisconsin has to offer with his family and friends. Andrew can also be found cheering on the Milwaukee Brewers, jumping around at Camp Randall on Saturday’s, and catching a local concert.

General retirement planning Retirement income strategy General tax planning
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Brian B

CFP®, CRPC®

Delafield, WI

Behl Wealth Management

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner® and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University. When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call

Wealth management General retirement planning General tax planning Baby Boomers (Born 1946-1964)
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Laura T

Series 66

Mequon, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Adam S

Series 66

Waukesha, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Real estate investing Founder/Business Owner
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Jeffrey B

Series 66

Elm Grove, WI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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David S

Series 66

Dousman, WI

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Divorced
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Michael M

Series 63

Delafield, WI

Edward Jones

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Paul Z

Series 63, Series 65, Series 66

Waukesha, WI

Edward Jones

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Jordan B

ChFC®, Series 66

Sussex, WI

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance Founder/Business Owner Intergenerational Families
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