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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 55408

Out of 400,000+ nationwide

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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
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Peter O

Series 63, Series 65

Maplewood, MN

MPM Financial Corporation

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
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Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
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Paula L

Series 63, Series 65

St Paul, MN

Ramsey Hill Asset Management LLC

Passive / index investing Active portfolio management
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Joseph D

Series 66

Eden Prairie, MN

Trustmerit Capital

Wealth management Passive / index investing
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Nathan M

Series 63, Series 66

Plymouth, MN

MWM Wealth Advisory, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning
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Britt C

Series 66

Saint Paul, MN

Clanton Financial Partners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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