Aaron G. Kirsch
GREENUP STREET WEALTH MANAGEMENT LLC
Calabasas, CA 91302
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CRD#: 4382602
Professional summary
Aaron Gideon Kirsch, CFP®, who also goes by Aaron G. Kirsch, Aaron G. Kirsch, is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in Calabasas, California.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Aaron has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aaron G. Kirsch | Aaron G. Kirsch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Gideon Kirsch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
May 13, 2021 - Present
GREENUP STREET WEALTH MANAGEMENT LLC
Office #1: 24013 Ventura Blvd Suite 202, Calabasas, CA 91302RIA
CRD#: 311391
Calabasas, CA
Past
June 29, 2018 - April 15, 2021
SPOTLIGHT ASSET GROUP
RIA
CRD#: 288076
Calabasas, CA
Past
February 28, 2012 - June 28, 2018
CETERA ADVISORS LLC
RIA
CRD#: 10299
CALABASAS, CA
Past
February 28, 2012 - June 28, 2018
CETERA ADVISORS LLC
BD
CRD#: 10299
CALABASAS, CA
Past
March 12, 2010 - February 28, 2012
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
RENTON, WA
Past
March 12, 2010 - February 28, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
CALABASAS, CA
Past
February 14, 2007 - March 16, 2010
CROWELL, WEEDON & CO.
RIA
CRD#: 193
ENCINO, CA
Past
December 18, 2004 - March 16, 2010
CROWELL, WEEDON & CO.
BD
CRD#: 193
ENCINO, CA
Past
August 30, 2001 - January 3, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
WOODLAND HLS, CA
Past
June 7, 2001 - January 3, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC | GREENUP WEALTH MANAGEMENT | GREENUP WEALTH
CRD#: 311391 / SEC#: 801-122080
RIA
Registered Investment Advisory firm - (8/27/2021 Approved)California
Registered Investment Advisory firm - (10/2/2021 Terminated)Kansas
Registered Investment Advisory firm - (9/2/2021 Terminated)Michigan
Registered Investment Advisory firm - (9/2/2021 Terminated)Missouri
Registered Investment Advisory firm - (9/2/2021 Terminated)Ohio
Registered Investment Advisory firm - (9/2/2021 Terminated)Texas
Registered Investment Advisory firm - (9/2/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/20/2021)
IAR
Texas(5/13/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GS
GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC | GREENUP WEALTH MANAGEMENT | GREENUP WEALTH
CRD#: 311391 / SEC#: 801-122080
RIA
Registered Investment Advisory firm - (8/27/2021 Approved)California
Registered Investment Advisory firm - (10/2/2021 Terminated)Kansas
Registered Investment Advisory firm - (9/2/2021 Terminated)Michigan
Registered Investment Advisory firm - (9/2/2021 Terminated)Missouri
Registered Investment Advisory firm - (9/2/2021 Terminated)Ohio
Registered Investment Advisory firm - (9/2/2021 Terminated)Texas
Registered Investment Advisory firm - (9/2/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7300 W 110th Street Suite 700, Overland Park, KS 66210
Mailing Address
2723 S State Street Suite 117, Ann Arbor, MI 48104
Phone number
(734) 656-8121
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,210 |
| AUM (Assets Under Management) | $ 661,705,072 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
