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Aaron Gideon Kirsch

Greenup Street Wealth Management LLC

Calabasas, CA

Overland Park, KS

CRD 4382602

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Employer firm

Greenup Street Wealth Management LLC CRD 311391

$900M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Greenup Street Wealth Management Llc

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-20
TX RA APPROVED_RES 2021-05-13
  • CA RA
    APPROVED
    Since 2021-05-20
  • TX RA
    APPROVED_RES
    Since 2021-05-13

Branch Locations

24013 Ventura Blvd Suite 202, Calabasas, CA 91302 • United States

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisors Llc Denver CO 01/2013 06/2018
Top Advisors Media West Hills CA 05/2017 06/2018
Total Wealth West Hills CA 08/2017 06/2018
Spotlight Asset Group, Inc. Calabasas CA 06/2018 04/2021
Kirsch Wealth Management Calabasas CA 03/2010 06/2018
Greenup Street Wealth Management Ann Arbor MI 04/2021 Present
Greenup Street Wealth Management Llc Calabasas CA 04/2021 Present
  • 01/2013 → 06/2018
    Cetera Advisors Llc
    Denver, CO
  • 05/2017 → 06/2018
    Top Advisors Media
    West Hills, CA
  • 08/2017 → 06/2018
    Total Wealth
    West Hills, CA
  • 06/2018 → 04/2021
    Spotlight Asset Group, Inc.
    Calabasas, CA
  • 03/2010 → 06/2018
    Kirsch Wealth Management
    Calabasas, CA
  • 04/2021 → Present
    Greenup Street Wealth Management
    Ann Arbor, MI
  • 04/2021 → Present
    Calabasas, CA
Previous Registrations
  • 2018-06-29 → 2021-04-15
    Spotlight Asset Group
    Calabasas, CA
    Oakbrook Terrace, IL
  • 2012-02-28 → 2018-06-28
    Cetera Advisors Llc
    Calabasas, CA
  • 2010-03-12 → 2012-02-28
    Pacific West Financial Consultants Inc
    Renton, WA
  • 2007-02-14 → 2010-03-16
    Crowell, Weedon & Co.
    Encino, CA
    Encino, CA
  • 2001-08-30 → 2005-01-03
    Morgan Stanley Dw Inc.
    Woodland Hls, CA
Other Businesses

1) Aaron Kirsch - Insurance Agent; Investment related: Yes; Location: 24013 Ventura Blvd, Suite 202, Calabasas, CA 91302; Description: I review the insurance needs of clients and prospects and make recommendations for specific insurance products where appropriate. I may suggest that clients or prospects purchase a life insurance or annuity product from which I would receive a commission, disclose all conflicts of interest, and recommend that the clients or prospects compare what I am offering with products offered by other insurance professionals.; Position Title: Insurance Agent; Responsibilities Duties: Insurance reviews, product recommendations, product sales; Start date with business: 2010-03-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-19
  • S66 Uniform Combined State Law Examination
    2001-06-19
Designations
  • Certified Financial Planner
Other Names
  • Aaron G. Kirsch
  • Aaron G. Kirsch

View on SEC IAPD

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