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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

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Robert B

Series 66

Prairie Du Chien, WI

Ameriprise

Robert Bird is a financial advisor with Ameriprise in Prairie Du Chien, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing customized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tyler K

Series 66

Prairie Du Chien, WI

LPL Financial

Tyler Kozelka is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at Peoples State Bank and LPL Financial since 2015. Outside of his advisory role, he is involved with Debrad, Inc., where he works as a bartender. 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 financial planning and asset management solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

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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James J

Series 66

Prairie Du Chien, WI

Edward Jones

James Jones is a Series 66-licensed financial advisor with Edward Jones in Prairie Du Chien, Wisconsin, and has 13 years of industry experience. He has been with Edward Jones since 2012. 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 and supports its advisory services through 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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David S

Series 63, Series 66

Prairie Du Chien, WI

Edward Jones

David Strnad is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Jeffrey C

Series 63

Prairie Du Chien, WI

Edward Jones

Jeffrey Clausen is a financial advisor with Edward Jones in Prairie Du Chien, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Clausen works as a radio broadcaster and play-by-play announcer for WQPC in Prairie Du Chien. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable capabilities such as affiliated mutual funds and securities-based lending.

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

Series 66

Prairie Du Chien, WI

Edward Jones

Bridget Nichols is a financial advisor at Edward Jones in Prairie Du Chien, WI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked for the City of Prairie du Chien and Jim's Bar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Allie T

Series 66

Prairie Du Chien, WI

Edward Jones

Allie Thornton is a financial advisor at Edward Jones in Prairie Du Chien, WI, with five years of industry experience. She holds the Series 66 credential and was previously employed at 3M Company for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options through a large nationwide network of financial advisors and branch offices.

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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Kristin H

Series 66

Prairie Du Chien, WI

Edward Jones

Kristin Hill is a financial advisor with Edward Jones in Prairie Du Chien, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory role, she is a member of 4 Hills on the River LLC, a rental property business. 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 programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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