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Aaron K

CFP®

Overland Park, KS

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 176 near 54636

Out of 400,000+ nationwide

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Sheri P

Series 66

La Crosse, 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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Jason C

Series 66

Onalaska, WI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Business ownership considerations Wealth management Military & Veterans Founder/Business Owner Intergenerational Families
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Amy S

Series 63

La Crosse, WI

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy
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Paul G

CFP®, Series 66

Holmen, WI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Andrew S

CFP®, Series 66

Onalaska, WI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Ryan H

Series 66

La Crescent, MN

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner Doctor or Medical Professional Widow/Widower
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Eric M

ChFC®, Series 66

La Crescent, MN

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management
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Evan S

CFP®, Series 66

La Crosse, WI

Edward Jones

Divorce financial planning Stock option exercise strategy Retirement income strategy Wealth management Inheritance planning Dentist
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Daniel G

Series 63, Series 65

Galesville, WI

Merrill

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Retirement income strategy Wealth management College savings (529s, UTMA, etc.) Planning for children with special needs Women Professionals
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Curtis B

Series 66

La Crosse, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Doctor or Medical Professional
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