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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

17 advisors near 50126

Out of 400,000+ nationwide

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John E

Series 63, Series 66

Ackley, IA

Eagle Strategies (NY Life)

John Enslin is a financial advisor with Eagle Strategies (New York Life) based in Ackley, Iowa, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with firms including Innovative Financial Solutions Group and R2 Financial Strategies, and has operated his own entity, The Enslin Group, LLC, since 2014. Outside of financial advising, he owns Cougar Fitness LLC, a small gym in Ackley, and serves in community development roles including secretary of the Ackley Development Commission and board member of the Hardin County Economic Development Advisory Council. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with coordinated advisory and insurance capabilities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Adam N

Series 66

Iowa Falls, IA

Thrivent Investment Management

Adam Nederhoff is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Green Belt Bank & Trust and American Family Insurance. He serves on multiple community boards, including the Ellsworth College Foundation, Hansen Family Hospital, and Lighthouse Center of Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Business ownership considerations
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Jason M

Series 66

Eldora, IA

Thrivent Investment Management

Jason Miller is a Series 66-licensed financial advisor with Thrivent Investment Management in Eldora, Iowa, and has four years of industry experience. Prior to his current role, he worked at Metal Tech Industries for nine years. Outside of his advisory work, Miller also works as a weekend delivery driver for a FedEx subcontractor. 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 planning on a range of topics without managing discretionary accounts, allowing clients to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
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William R

CFP®, Series 63, Series 65

Geneva, IA

Cetera

William Raney is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Cetera and has previously worked with Cetera Wealth Services, LLC and Grundy National Bank. In addition to his advisory role, he sells fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a large advisory platform and utilizes multiple program structures and third-party managed solutions.

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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Michael T

Series 66

Iowa Falls, IA

Thrivent Investment Management

Michael Truesdell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a board member for the Greater Chamber of Commerce in Story City, participating in the Economic Vitality committee, and works as an assistant basketball coach for a local high school girls’ team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that address topics such as retirement, tax, estate, and special needs planning. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

Business ownership considerations
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Christopher W

Series 66

Eldora, IA

Thrivent Investment Management

Christopher Wieting is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division since 2008. Outside of his advisory role, Wieting serves as a volunteer Judicial Magistrate Commissioner on the Hardin County Judicial Magistrate Commission. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic planning and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Business ownership considerations
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John P

Series 66

Eldora, IA

Cetera

John Pratt is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Voya Financial Advisors and ownership of John Pratt Financial LLC. In addition to advisory services, he operates as an independent insurance agent. Cetera Investment Advisers serves a wide range of clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions with access to various third-party money managers and model portfolios.

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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Garrison T

Series 66

Eldora, IA

Thrivent Investment Management

Garrison Tripp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he has experience working in various roles including at Rydell Chevrolet, Pullman Bar and Diner, and Hardin County Engineer's Office. Outside of finance, he has been involved in his family’s agricultural business, Tripp Farms, where he performed general farm duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm offers goal-based financial planning without portfolio management for institutional clients, focusing on comprehensive planning across multiple topics with regular reviews.

Business ownership considerations
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Christopher S

Series 63, Series 66

Iowa Falls, IA

Cetera

Christopher Stauffer is a financial advisor with Cetera in Iowa Falls, IA, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked with Cetera since 2014 and concurrently serves at Iowa Falls State Bank. Outside of his advisory role, he is president of the board for the Iowa Falls Community School District and a board member at large for Friends of Calkin's Nature Area. Cetera Investment Advisers serves a diverse client base including individuals, 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 and retirement plan services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions, along with retirement and fiduciary capabilities integrated with its institutional platform.

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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Aaron F

Series 66

Iowa Falls, IA

Thrivent Investment Management

Aaron Fopma is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Iowa Falls, IA. He has seven years of industry experience and previously worked for Iowa Select Farms for 22 years. Outside of his advisory role, he serves on several nonprofit boards, including the Scenic City Civic Foundation, Overflow Thrift Store, Omega Life Christian Ministries, and the Iowa Farm Bureau. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through its consolidated billing option, WealthPlan.

Business ownership considerations
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Michel S

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Michel Swartzendruber is a CFP® with six years of experience at Edward Jones and five years in total industry experience. Prior to joining Edward Jones in 2020, he worked for the Iowa Falls Community School District for 17 years. He is based in Iowa Falls, IA. Edward Jones is a full-service wealth management firm that serves a diverse range of clients including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, tax-efficient services, and affiliated investment products through a large national network of financial advisors and branch offices.

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

CFP®, ChFC®, Series 65, Series 66

Iowa Falls, IA

Edward Jones

Abby Zaimes is a financial advisor at Edward Jones in Iowa Falls, IA, holding the CFP® and ChFC® designations, with three years of industry experience. She previously worked at RSM and has experience as an independent consultant for Rodan + Fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Iowa Falls, IA

Cetera

Jody Wood is a financial advisor at Cetera with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Voya Financial Advisors. Outside of her advisory role, she owns a specialty baking business called One Sweet Cake, providing cakes, cupcakes, and desserts. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of 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.

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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Rachel L

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Rachel Lewey is a CFP® professional with 11 years of experience, serving at Edward Jones since 2015. She operates out of Iowa Falls, IA, and is also involved as a Beach Body coach, participating in health coaching without a downline. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and is notable for its extensive nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Megan H

Series 66

Iowa Falls, IA

Thrivent Investment Management

Megan Hansen is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management since 2010 and worked under the Michael Stensland / Thrivent Financial team from 2010 to 2019. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines holistic, goal-based planning with managed-account programs under a consolidated billing option called “WealthPlan,” and does not accept discretionary trading authority for its planning services.

Business ownership considerations
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Brock J

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Brock Jacobson is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Iowa Falls, IA, with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he is involved in several agricultural and property ventures, including ownership interests in hog facilities and rental properties in Iowa and Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large national advisor and branch network and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Douglas H

Series 63, Series 66

Iowa Falls, IA

Edward Jones

Douglas Haverkamp is a financial advisor with Edward Jones in Iowa Falls, IA, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. He has been with Edward Jones since 1989. Outside of advising, he serves on the Owa Falls Revolving Loan Fund Committee and owns a commercial rental office building and personal farm/timber land used as hunting property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Retired Founder/Business Owner Executive
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