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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

Top 30 financial advisors of 52 near 54217

Out of 400,000+ nationwide

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James G

Series 63

Green Bay, WI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies Wealth management
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Charles W

Series 63

Green Bay, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Paul R

Series 63, Series 66

Luxemburg, WI

Merrill

Paul Rentmeester serves as a Resident Director at Merrill, bringing over two decades of experience in finance and accounting to his role. Since joining Merrill in 2008, he has focused on delivering disciplined financial planning that aligns all aspects of clients’ financial lives with their specific goals. His areas of expertise include college and education planning, liquidity management, retirement income, portfolio management, tax minimization, and philanthropic planning. Paul holds a Bachelor’s Degree in Accounting from Barry University in Miami, Florida, earned in 1988. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, Paul has been recognized for his commitment to client service and leadership, including his tenure as the Green Bay Merrill office Resident Director from 2012 to 2022. He is a member of several professional and community organizations, such as Paul’s Pantry, NEW Community Shelter, Purple Aces, and the Brown County Women’s Club. Paul is actively involved in supporting homeless shelters, youth athletics, food pantries, and local non-profit fundraisers. Outside of work, he enjoys biking, boating, fishing, golfing, music, and spending time with his family.

Retirement income strategy General retirement planning Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Larry B

Series 63, Series 66

Casco, WI

LNB Financial LLC

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Dana T

Series 63, Series 66

Kewaunee, WI

Midwestern Securities Trading Company, LLC

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John F

Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

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Jacob R

CFP®, ChFC®, Series 63, Series 65, Series 66

Green Bay, WI

Associated Investment Services, Inc.

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Erin H

Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

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Shaefer O

Series 63, Series 65

Luxemburg, WI

Harbour Investments, Inc.

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Kyle L

CFP®, Series 66

Green Bay, WI

wealth Enhancement Advisory Services, LLC

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