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Brian Kirschbaum

Cherry Wealth Management LLC

Lebanon, IN

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Current Employers
Cherry Wealth Management Llc

1120 Sherri Ln, Lebanon, IN 46052 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-26
  • IN RA
    APPROVED
    Since 2026-07-26

Branch Locations

1120 Sherri Ln, Lebanon, IN 46052 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aptean Carmel IN 01/2014 04/2017
Medxcel Facilities Management Indianapolis IN 04/2017 11/2019
Aces Power Marketing Carmel IN 11/2019 07/2021
Openlane Carmel IN 07/2021 10/2021
Aces Quality Management Denver CO 02/2021 04/2023
Self-Employed – Sports Official / Referee Lebanon IN 07/2019 Present
Cherry Wealth Management Llc Lebanon IN 02/2026 Present
  • 01/2014 → 04/2017
    Aptean
    Carmel, IN
  • 04/2017 → 11/2019
    Medxcel Facilities Management
    Indianapolis, IN
  • 11/2019 → 07/2021
    Aces Power Marketing
    Carmel, IN
  • 07/2021 → 10/2021
    Openlane
    Carmel, IN
  • 02/2021 → 04/2023
    Aces Quality Management
    Denver, CO
  • 07/2019 → Present
    Self-Employed – Sports Official / Referee
    Lebanon, IN
  • 02/2026 → Present
    Cherry Wealth Management Llc
    Lebanon, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-02
  • S65 Uniform Investment Adviser Law Examination
    2026-01-02

View on SEC IAPD

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