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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

13 advisors near 67005

Out of 400,000+ nationwide

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Jeffrey B

Series 63, Series 65

Arkansas City, KS

Ameritas Advisory Services, LLC

Jeffrey Bryant is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with various Ameritas entities since 2007 and has operated Bryant Financial since 1987, focusing on insurance sales and service. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Daniel J

CFP®, Series 63, Series 66

Arkansas City, KS

Edward Jones

Daniel Jurkovich is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He serves on the Board of Directors for South Central Kansas Medical Center in Arkansas City, KS. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Arkansas City, KS

Raymond James Financial

Travis Combs is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Mid-Continent Financial since 2011 and with Raymond James Financial Services Advisors since 2010. Outside of his advisory role, he is a co-owner of Mid-Continent Financial, a support company where he serves as Branch Manager and financial advisor. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and modeling tools to develop tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Clinton C

CFP®, Series 63, Series 65

Arkansas City, KS

Raymond James Financial

Clinton Combs is a CFP® with 34 years of experience, currently affiliated with Raymond James Financial. He has been involved with multiple entities including Mid Continent Financial LLC and Pizazz LLC. Outside of financial advising, he manages agricultural and rental real estate businesses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk assessments and supported by firm research and multiple implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Raymond S

Series 66

Winfield, KS

Edward Jones

Raymond Stewart is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has six years of industry experience and previously spent 23 years at Husky Liners. Stewart and his wife manage rental properties together outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Arkansas City, KS

Raymond James Financial

Katherine Schwyhart is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has been associated with Raymond James Financial Services, Inc. and Mid-Continent Financial LLC since 2019. Prior to her financial career, she worked with Arkansas City Schools USD 470 Head Start and First Baptist Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Logan W

Series 66

Winfield, KS

Cetera

Logan Weakley is a financial advisor with Cetera in Winfield, KS, holding a Series 66 designation and three years of industry experience. He also serves as a trust officer for Community National Bank and Trust, where he reviews investments, recommends changes to mutual fund models, and explains investment options to trust customers. Cetera Investment Advisers supports a diverse client base including individual, 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, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored and third-party managed investment programs.

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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Nikolas F

Series 66

Winfield, KS

Edward Jones

Nikolas Ford is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has a background in healthcare, including roles at Greenwood County Hospital and Integrity Healthcare Professionals, and is co-owner of StatCare, LLC, a medical staffing company. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Early retirement planning Doctor or Medical Professional Founder/Business Owner
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Kyle T

Series 63, Series 66

Arkansas City, KS

Edward Jones

Kyle Tipton is a financial advisor with Edward Jones in Arkansas City, KS, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Charles Schwab for seven years and has been involved with family-owned Tipton Tree Service since 2000. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, with a wide range of advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kelsey W

Series 63, Series 65

Winfield, KS

LPL Financial

Kelsey Wonser is a financial advisor with LPL Financial based in Winfield, KS, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Union State Bank and LPL Financial since 2013. Wonser operates a family wealth management business as a sole proprietorship. 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 delivery options 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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Michael H

Series 63, Series 65

Winfield, KS

LPL Financial

Michael Harvey is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is involved with Family Wealth Management, LLC, which includes non-variable insurance activities. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory financial products.

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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John D

Series 63, Series 65

Winfield, KS

LPL Financial

John Donaldson is a financial advisor with LPL Financial in Winfield, KS. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory role, he worked in various positions including ownership of Big N Small's BBQ for five years. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse 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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Rodger S

Series 63, Series 66

Winfield, KS

Edward Jones

Rodger Steffen is a financial advisor with Edward Jones in Winfield, Kansas, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Steffen serves as president of Winfield Economic Development Inc. and manages an oil and gas company, Majcore, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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