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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

9 advisors near 63841

Out of 400,000+ nationwide

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Matt M

Series 65

Dexter, MO

Bagby Wealth Management

Matt Myers is a financial advisor at Bagby Wealth Management in Dexter, MO, holding a Series 65 designation with one year of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients by providing investment management, advisory programs, and financial planning services. The firm uses a combination of discretionary tactical investment management and non-discretionary advisory arrangements, beginning client relationships with a detailed financial assessment to tailor suitable programs and risk levels.

Passive / index investing Tax strategies for small businesses Founder/Business Owner Retired
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Jerry B

Series 63, Series 65

Dexter, MO

Bagby Wealth Management

Jerry Bagby is a financial advisor at Bagby Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Bagby Investment Consultants since 1994. Outside of advisory work, he manages a small equipment rental business that owns an airplane and serves as trustee for several family-related trusts. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients, offering investment management, advisory programs, and financial planning. The firm employs a mix of discretionary and non-discretionary accounts, including a tactical, rules-based investment approach called Tactical Investment Management (TIM).

Passive / index investing Tax strategies for small businesses Founder/Business Owner Retired
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Gary E

Series 66

Dexter, MO

Edward Jones

Gary Eaton is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walmart for 24 years. He serves as the board president for the Bernie R13 School District, where he is involved in guidance and creation of school policy as well as evaluation of the superintendent. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Austin F

Series 66

Dexter, MO

Edward Jones

Austin Fridley is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked previously at First State Community Bank and State Bank of Southwest Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert M

CFP®, Series 66

Dexter, MO

LPL Financial

Robert Monroe is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for 11 years. Monroe is also involved in a non-investment business entity, Monroe Financial Services LLC. 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 wide range of investment solutions supported by an in-house research team and a large 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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Madison F

CFP®, Series 66

Dexter, MO

Edward Jones

Madison Fridley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Madison worked at First State Community Bank and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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

Series 66

Dexter, MO

LPL Financial

Allie Rowland is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Edward Jones, National Title and Escrow, and Shelter Insurance Companies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large 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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Kellie H

Series 66

Puxico, MO

Edward Jones

Kellie Hoelting is a Series 66-licensed financial advisor with Edward Jones, based in Puxico, MO. She has been with the firm since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide 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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Benjamin W

Series 63, Series 66

Dexter, MO

LPL Financial

Benjamin Worley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. from 1998 to 2025. Outside of his advisory role, he is associated with Bootheel Pediatric Therapy, LLC, a pediatric therapy business. 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 variety of investment solutions supported by an in-house Research team 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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