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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 62618

Out of 400,000+ nationwide

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Tim W

Series 63, Series 65

Rushville, IL

On Investment Management CO

Tim Ward is a financial advisor with On Investment Management Company in Rushville, Illinois, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2016 and Ohio National Financial Services since 2013. Outside of his advisory work, Ward serves as president of the board for a local nonprofit Fitness and Community Center and leads the Schuyler County Economic Commission. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning, third-party investment solutions, and managed account options, serving both discretionary and non-discretionary client relationships.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Nicholas H

Series 66

Rushville, IL

On Investment Management CO

Nicholas Hendricker is a financial advisor with On Investment Management Company (ONIMCO) and holds a Series 66 designation. He has been involved in various business roles, including positions at The O.N. Equity Sales Company and Dot Foods INC. Outside of finance, he has experience with family business operations and community coordination roles. ONIMCO is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses with financial planning, portfolio management, and retirement-plan advisory services. The firm uses a dual-registration model combining advisory and broker-dealer activities and offers a mix of discretionary and non-discretionary investment management.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Cody D

Series 66

Rushville, IL

Edward Jones

Cody Duffie is a Series 66-registered financial advisor with Edward Jones, based in Rushville, Illinois, and has nine years of industry experience. Prior to joining Edward Jones in 2016, he worked five years at the YMCA of McDonough County. Outside of his advisory role, he coaches 5th and 6th grade basketball for the Rushville/Industry school district. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

General retirement planning Retired Founder/Business Owner Executive
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Brent K

Series 63, Series 65

Beardstown, IL

LPL Financial

Brent Krumboltz is a financial advisor with LPL Financial in Beardstown, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes ten years at Securities America Advisors, Inc. and Securities America, Inc., and he currently serves as a Command Sergeant Major in the Iowa National Guard. Outside of finance, he owns and operates Krumboltz Farm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by in-house research and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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