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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

54 advisors near 68333

Out of 400,000+ nationwide

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Dave B

Series 63, Series 65

Lincoln, NE

Creativeone Wealth, LLC

Dave Buchanan is a financial advisor at Creativeone Wealth, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trinity Financial Group and Retirement & Wealth Solutions of Nebraska. Buchanan also operates Conservative Investment Specialists and has been self-employed in insurance sales since 1997. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Tanner S

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Tanner Specht is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, Nebraska, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Thrivent Financial and LPL Financial. He also worked in juvenile probation and youth services before entering the financial industry. 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 financial planning through discretionary and non-discretionary portfolio management supported by 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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Adam N

Series 66

Lincoln, NE

Raymond James Financial

Adam Niederklein is a financial advisor with Raymond James Financial in Lincoln, NE, holding a Series 66 designation. He has been with Raymond James since 2025 and previously owned Custom Coverage LLC, where he worked as a health insurance broker. Niederklein also has experience in education, having worked for Lincoln Public Schools and Southeast Community College. 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 advice supported by asset-allocation analysis and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Derik R

Series 66

Lincoln, NE

LPL Financial

Derik Reikofski is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Step by Step, LLC, Center Sphere, and Waddell & Reed Inc. He is also a commissioned Notary Public in Nebraska. 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 broad range of investment solutions supported by in-house research 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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Kyle W

Series 63, Series 66

Lincoln, NE

Ameriprise

Kyle Warday is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at several firms including Bank of The West, TD Ameritrade, Ameritas, and Wells Fargo. Outside of Ameriprise, he is also a financial advisor with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC in Omaha. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise provides 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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Wayne B

Series 63, Series 65

Lincoln, NE

STIFEL

Wayne Breyfogle is a financial advisor with Stifel, Nicolaus & Co., Inc. in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Stifel since 2000. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Nicholas E

Series 66

Lincoln, NE

LPL Financial

Nicholas Ehmcke is a financial advisor with LPL Financial based in Lincoln, NE, holding a Series 66 designation and four years of industry experience. His prior work includes roles at KJ Partners and Waddell & Reed, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and asset management solutions through 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 D

Series 66

Lincoln, NE

Ameriprise

Madison Doughty is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is an owner of MA Gemini, managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. As a large institutional firm, Ameriprise 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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Bethany A

CFP®, Series 66

Lincoln, NE

Edward Jones

Bethany Arnold is a CFP® and Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2016, working out of Lincoln, NE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Megan G

ChFC®, Series 66

Lincoln, NE

Edward Jones

Megan Gibbs is a financial advisor at Edward Jones in Lincoln, NE, holding the ChFC® designation and Series 66 license with nine years of industry experience. She has been with Edward Jones since 2017 and is also involved with YOLO, LLC (DBA Snap Fitness) and World Instructor Training Schools. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Connor D

Series 66

Lincoln, NE

Thrivent Investment Management

Connor Duis is a Series 66-registered financial advisor with Thrivent Investment Management in Lincoln, Nebraska, with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018 and previously worked at American Family Insurance's Tara Myers Agency from 2015 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial analyses and a consolidated planning and managed-account service known as WealthPlan, while maintaining separate delivery of planning and portfolio management.

Business ownership considerations
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Troy V

Series 66

Lincoln, NE

LPL Financial

Troy Van Dyke is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Bni Of The Heartland, Uber Technologies Inc, and Waddell & Reed, Inc. Van Dyke is also involved with Step by Step LLC, an entity related to his LPL 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 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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Jason R

CFP®, Series 63, Series 65

Lincoln, NE

LPL Financial

Jason Rolf is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, INC., various insurance carriers, and he has operated business entities such as Rink & Rolf, Inc. and Rolf's Den LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services 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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Jennifer M

Series 63, Series 66

Lincoln, NE

Raymond James Financial

Jennifer Mckinsey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Raymond James in 2019. Outside of her advisory role, she is an associate at Focus Financial, providing support and administrative services. 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, with a notable emphasis on advisory services that support client decision-making rather than discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Scott G

Series 63, Series 66

Lincoln, NE

Edward Jones

Scott Gal is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. He has worked at Edward Jones since 2014 and has been associated with Alps Fund Services, Inc. since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Lincoln, NE

Ameriprise

Sharon Kresse is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked with Ameriprise and its predecessor firms since 1980. Outside of Ameriprise, she owns and manages the business Kralvey and serves as a financial advisor at Cirksena, Knight, Jacobsen, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

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

Series 63, Series 66

Lincoln, NE

Edward Jones

Gary Schleppenbach is a financial advisor with Edward Jones in Lincoln, NE, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Lincoln, NE

LPL Financial

Illya Syniy is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Rhythm Financial Group, Shelter Insurance, and Scheffert Insurance Agency. 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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Joshua H

Series 63, Series 66

Lincoln, NE

Edward Jones

Joshua Huenergardt is a financial advisor with Edward Jones in Lincoln, NE, holding Series 63 and Series 66 designations and over 24 years of industry experience. He has been with Edward Jones since 2001. Huenergardt serves as the Finance Board Chairperson for College View Academy in Lincoln, NE. Edward Jones is a full-service wealth management firm serving more than four million 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Lincoln, NE

Edward Jones

Jamison Ketter is a Series 66 licensed financial advisor with Edward Jones in Lincoln, Nebraska, and has three years of industry experience. Before joining Edward Jones in 2022, he worked at HopeSpoke from 2020 to 2022 and held various roles related to gymnastics and fitness instruction between 2015 and 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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