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BK

Brian Kirschbaum

CHERRY WEALTH MANAGEMENT
LEBANON, IN 46052
Some features on this profile are disabled
CRD#: 8104124
BK
Brian KirschbaumCHERRY WEALTH MANAGEMENT

Professional summary

Brian Kirschbaum is a registered financial advisor currently at CHERRY WEALTH MANAGEMENT LLC located in Lebanon, Indiana.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Brian has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Kirschbaum'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®
None

Experience

Current

July 26, 2026 - Present

CHERRY WEALTH MANAGEMENT LLC

Office #1: 1120 Sherri Ln, Lebanon, IN 46052
RIA
CRD#: 340992
LEBANON, IN

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
Indiana
(7/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/2/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/9/2024
Securities Industry Essentials Examination

Current Firm

CW
CHERRY WEALTH MANAGEMENT LLC
CHERRY WEALTH MANAGEMENT LLC

CRD#: 340992 / SEC#:

Indiana
Registered Investment Advisory firm - (7/24/2026 Approved)
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Contact information

Main Address
1120 Sherri Ln, Lebanon, IN 46052
Mailing Address
Phone number
(513) 706-3933
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CHERRY WEALTH MANAGEMENT LLC

CRD#: 340992Lebanon, IN 46052

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