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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

4 advisors near 57580

Out of 400,000+ nationwide

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Casey B

Series 66

Winner, SD

Edward Jones

Casey Berndt is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Joel L

Series 63, Series 66

Winner, SD

Ameriprise

Joel Leyden is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Leyden manages several agricultural and property management businesses and is involved in introducing dairy farm owners to biogas opportunities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored income recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kevin M

Series 66

Winner, SD

Thrivent Investment Management

Kevin Meiners is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Meiners raises cattle and sells calves annually, and serves as a high school football referee. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning across various financial topics, providing written recommendations without discretionary trading authority.

Business ownership considerations
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Justin Z

Series 66

Winner, SD

Ameriprise

Justin Zeigler is a financial advisor with Ameriprise in Winner, South Dakota, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at First Fidelity Bank for six years and Frontier Motors for three years. He serves on the Board of Directors for Immaculate Conception Catholic Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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