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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

6 advisors near 59330

Out of 400,000+ nationwide

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Angie H

Series 66

Glendive, MT

Edward Jones

Angie Hagen is a Series 66 licensed financial advisor with Edward Jones in Glendive, MT, bringing 20 years of industry experience, including over 18 years with Edward Jones. Outside of her advisory role, she is involved in several community and entrepreneurial activities, including serving as president of a retail business, Love Like Justice, and as a director of the Justice Foundation. She also has experience managing agricultural operations alongside her husband. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Cody S

CFP®, ChFC®, Series 66

Glendive, MT

Edward Jones

Cody Sevier is a financial advisor at Edward Jones in Glendive, MT, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. His prior work includes roles at Edward Jones and the University of Montana. Outside of advising, he is the owner of Sevier Enterprises LLC, a limited liability company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and managed solutions. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Donna E

Series 66

Glendive, MT

Edward Jones

Donna Emmett is a Series 66 licensed financial advisor with Edward Jones, based in Glendive, MT. She has been with Edward Jones since 1999, accumulating over 26 years of industry experience. 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 and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 66

Glendive, MT

Edward Jones

Kayla Rivas is a Series 66-licensed financial advisor with Edward Jones in Glendive, MT, having three years of industry experience. Prior to joining Edward Jones, she worked at Dawson County High School and HKT Big Sky Motors. Outside of her advisory role, she coaches 6th and 7th grade girls basketball for Glendive Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Melonie B

Series 63, Series 66

Glendive, MT

Cetera

Melonie Beeler is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her career includes roles at Voya Financial Advisors and multiple Culver-affiliated entities. She serves as president of the Glendive Lions, a nonprofit organization involved in community service and fundraising. Cetera Investment Advisers supports a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with unique retirement and fiduciary services integrated into its broader 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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Dillon B

Series 63, Series 65

Glendive, MT

Cetera

Dillon Beeler is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Cetera entities since 2021. Beeler is also a governing board member of Action for Eastern Montana, a nonprofit organization. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional network.

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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