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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 72088

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Jeannette T

Series 66

Heber Springs, AR

Hulsey Capital Management, Inc.

Wealth management College savings (529s, UTMA, etc.)
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William H

Series 63, Series 66

Clinton, AR

Independent Financial Group, LLC

William Hinds is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, and Cornerstone Wealth Management. Outside of his advisory work, he owns and operates Hinds Hillside Acres Farm, a beef cattle farm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Margaret M

Series 66

Heber Springs, AR

LPL Enterprise

Margaret Mcentire is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, LPL Financial, Worth Wealth Management, and Valley Bank & Trust. She serves as a non-profit board member of the Rotary Club of Cleburne County. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Troy G

Series 66

Clinton, AR

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Kristopher F

Series 66

Fairfield Bay, AR

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics
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Kevin F

Series 63, Series 66

Fairfield Bay, AR

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management
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Christine S

Series 63, Series 65

Heber Springs, AR

Cetera

Christine Schlicker is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera since 2021, with prior experience at VOYA Financial Advisors and Integrity Financial, where she serves as president. Outside of her advisory role, she is involved in the sales and service of fixed insurance products through Integrity Financial, Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions, supported by a unique integration of retirement and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kimberley O

Series 66

Heber Springs, AR

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Educators, Teachers, and Academics
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Terry C

Series 63, Series 66

Heber Springs, AR

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning
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Joseph T

Series 66

Heber Springs, AR

Edward Jones

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