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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 71730

Out of 400,000+ nationwide

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Bruce B

CFP®, Series 65

El Dorado, AR

Mustard Seed Wealth Management

Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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Charles S

CFP®, Series 63, Series 65

El Dorado, AR

Independent Advisor Alliance, llc

Charles Skinner is a CFP®-certified financial advisor with over 10 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and GenWealth Financial Advisors. Outside of advisory services, he is a commissioned notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to support client investments.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Gregory H

Series 63, Series 66

El Dorado, AR

International Assets Investment Management, LLC

Gregory Harrison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is co-owner of The Olde Towne Store, a grocery, restaurant, and bakery in El Dorado, Arkansas, and serves in various community roles including finance committee member of 1st Baptist Church, commissioner of the El Dorado Oilers baseball team, and chairman of the board for The Hannah Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm emphasizes customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers access to third-party money managers and financial planning services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Victoria Y

Series 66

El Dorado, AR

Edward Jones

Victoria Young is a financial advisor with Edward Jones in El Dorado, AR, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously was employed at Emrich & Scroggins, LLP, as well as Southern Arkansas University. 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, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Educators, Teachers, and Academics Founder/Business Owner Women Professionals
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Todd C

CFP®, Series 63, Series 65

El Dorado, AR

Wells Fargo Clearing

Todd Connelly is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a majority ownership in a timberland and mineral royalties business in Magnolia, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options like insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Gregory H

Series 66

El Dorado, AR

Edward Jones

Gregory Humphreys is a financial advisor with Edward Jones in El Dorado, Arkansas, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Deltic Timber Corporation for 21 years. Outside of his advisory role, he is an author of a children’s book titled The Turkey Hunt and serves on the investment committee for the Camp Kurios Endowment Fund, which supports a Christian youth camp. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, including managed 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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Thomas W

CFP®, Series 63, Series 65

El Dorado, AR

Raymond James Financial

Thomas Watts Jr. is a CFP® credentialed financial advisor with 32 years of industry experience. He is currently with Raymond James Financial Services Advisors and Oakcrest Advisors, having previously worked at Edward D. Jones & Co., L.P. He serves on the Eldorado Airport Commission in a non-investment capacity. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Paul M

Series 66

El Dorado, AR

LPL Financial

Paul Marx is a financial advisor with LPL Financial in El Dorado, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011. Marx is also involved in a family business, Marx Enterprises, Inc., which operates outside of the investment industry. 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 supports its advisors with in-house research and a variety of investment models and services, combining 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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Hayden L

Series 66

El Dorado, AR

Wells Fargo Clearing

Hayden Latimer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Benjamin F. Edwards & Co., Hazmat Services, Inc., Southern Arkansas University, and Oil Field Energy Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and ERISA fiduciary responsibility.

Retired Founder/Business Owner
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