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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

10 advisors near 83350

Out of 400,000+ nationwide

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David H

Series 63, Series 65

Rupert, ID

Mutual of Omaha Investor Services, Inc.

David Hruza is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Mutual/United of Omaha since 2001. Outside of his advisory role, he owns an insurance agency, is involved in farming, and serves as a board member for St. Luke's Magic Valley Health Foundation and as vice president of the United Electric Cooperative. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Kyler R

Series 63, Series 65

Burley, ID

Portside Wealth Group, LLC

Kyler Redder is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Portside Wealth Advisors since 2023 and Townsquare Capital LLC since 2019. In addition to his advisory roles, Redder serves as adjunct faculty teaching finance at BYU Idaho. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on tailored, discretionary portfolio management utilizing model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds.

Retirement income strategy Cash flow / budgeting Founder/Business Owner Retired
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Robert O

Series 65

Burley, ID

Legacy Wealth Management, LLC

Robert Oakes is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Phillips, Oakes, Goodwin, Crane, PLLC since 1992. Outside of his advisory role, he is a part-owner of several commercial real estate businesses. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities to support client needs.

Options & derivatives strategies Private / alternative investments Concentrated stock management Annuities Retirement income strategy Executive
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Steven C

Series 63, Series 65

Burley, ID

Principal Financial Services

Steven Cook is a financial advisor with Principal Financial Services in Burley, Idaho, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Princor Financial Services Corp since 2013 and worked at Principal Life Insurance Company from 2013 to 2017. Outside of advising, he assists his family with a vending machine business through an LLC owned by his wife. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions delivered primarily on a discretionary basis.

Retired Founder/Business Owner
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Tyler C

CFP®, Series 66

Burley, ID

Edward Jones

Tyler Clark Quick is a financial advisor with Edward Jones in Burley, Idaho, holding the CFP® designation and a Series 66 license. He has seven years of industry experience, including prior roles at Mutual of Omaha Investor Services and Main Steem Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branches across the United States.

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

Series 66

Burley, ID

Edward Jones

Clayne Josiah Hanson is a financial advisor at Edward Jones with six years of industry experience. He has held roles at Kalispell Regional Medical Center and The Healthcenter - Kalispell Regional Healthcare prior to joining Edward Jones in 2019. Hanson holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Burley, ID

Edward Jones

Ellis Bryant is a financial advisor with Edward Jones in Burley, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a commercial rental property in Burley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Joshua F

CFP®, Series 63, Series 65

Burley, ID

Edward Jones

Joshua Flint is a CFP® with seven years of experience in the financial services industry, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at VeraPath Global Investing, Wells Fargo Clearing, and Robert Half Staffing Agency. Outside of his advisory work, he is involved in researching real estate properties and is a partner in a real estate venture. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, tax-efficient services, and operates under a fiduciary standard.

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

CFP®, Series 66

Paul, ID

Edward Jones

Justin Persell is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked with The Gellman Team, Cushman and Wakefield, and Century 21, Whitney Agency, Inc. He serves as a member of the Rupert Planning and Zoning Committee and as a board member for Minidoka Memorial Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions through a network of more than 23,700 financial advisors nationwide.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dee D

Series 63, Series 65

Burley, ID

Cetera

Dee Darrington is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2014. Outside of his advisory role, Darrington serves as a commissioner for the North Cassia Rural Fire Department and is involved in agricultural and commercial real estate ventures, including ownership of farmland and a partnership in Keystone Investment Partners. Cetera Investment Advisers serves a diverse client base that includes 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, and fiduciary services supported by a variety of advisor-managed and third-party solutions.

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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