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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 Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

11 advisors near 49968

Out of 400,000+ nationwide

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Paul L

CFP®, Series 63, Series 65

Hurley, WI

Advisory Services Network

Paul Landers is a CFP® professional with 33 years of industry experience. He is currently an advisor at Advisory Services Network, where he has worked since 2020. His prior experience includes roles at Cetera, LPL Financial, and Wayne Hummer Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Nathan M

Series 66

Ironwood, MI

Thrivent Investment Management

Nathan Musolff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2016. Prior to his financial career, Musolff served at the Antigo Police Department for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning on a broad range of topics, allowing clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
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Simon S

Series 66

Ironwood, MI

Ameriprise

Simon Store is a Series 66-licensed financial advisor with Ameriprise in Ironwood, Michigan, and has six years of industry experience. His prior roles include positions at Wipfli LLP and Makela, Pollack & Ahonen PLLC. Outside of his advisory work, he is co-owner of Astronomy Holdings LLC and serves on the board of the Gogebic Country Club. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support income planning and manages a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rebecca L

Series 63, Series 66

Ironwood, MI

Edward Jones

Rebecca Lynch is a financial advisor at Edward Jones with 24 years of industry experience. She has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she provides horseback riding lessons and training on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Divorce financial planning Business ownership considerations Military & Veterans Founder/Business Owner
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Kevin E

Series 66

Wakefield, MI

Edward Jones

Kevin Everson is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining the firm, he worked at Ironwood Plastics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branches nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Caitlin L

Series 66

Ironwood, MI

Edward Jones

Caitlin Lynch is a financial advisor at Edward Jones with a Series 66 designation and 2 years of industry experience. Prior to joining Edward Jones, she worked at Don & GG's for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, and is recognized for its extensive retail advisor and branch network.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric R

Series 63, Series 66

Ironwood, MI

Edward Jones

Eric Riegler is a financial advisor at Edward Jones with 21 years of industry experience, all of which has been with the firm since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member for Kiwanis Ironwood, participating in budget and grant approvals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachary N

Series 66

Ironwood, MI

Thrivent Investment Management

Zachary Nigh is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Associated Investment Services, Inc., Associated Bank, and Heights Finance. Outside of his advisory work, he owns and manages a residential duplex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across various financial topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Kenneth S

Series 63, Series 66

Hurley, WI

Edward Jones

Kenneth Saari Jr. is a financial advisor with Edward Jones in Hurley, WI, holding Series 63 and Series 66 credentials and 17 years of industry experience. Before joining Edward Jones in 2016, he worked at C.G. Bretting Manufacturing Co., Inc. from 2014 to 2016. He serves as an elected member of the City Council of Montreal, WI, and holds leadership roles in local community organizations including NICER, LLC and the Penokee Rangers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel S

CFP®, ChFC®, Series 66

Ironwood, MI

Ameriprise

Daniel Stella is a financial advisor with Ameriprise, holding the CFP® and ChFC® designations and the Series 66 license. He has 26 years of industry experience and has been with Ameriprise since 2005. Outside of his advisory work, he serves as a volunteer firefighter in Manitowish Waters, WI, and participates in a local committee focused on creating a youth center. He is also involved in several business entities related to managing and supporting his Ameriprise practice. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph L

CFP®, ChFC®, Series 66

Ironwood, MI

Edward Jones

Joseph Lemke is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2009. Prior to his advisory role, he served in the U.S. Army-Wisconsin National Guard from 2008 to 2016. He is also a committee member for the UW Extension-FE University, contributing to decisions on course offerings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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