Edward Jones
29yrs
Top advisor by experience in Lebanon
New
Brian Kirschbaum
Financial advisor at Cherry Wealth Management
Brian Kirschbaum is a fiduciary financial advisor in Lebanon, Indiana, registered since Jan 2026. Brian joined Cherry Wealth Management in 2026, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 14 advisors with offices in Lebanon, and one of 12 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office1120 Sherri Ln, Lebanon, IN 46052
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cherry Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowCherry Wealth Management LLCCurrent firm
Contact Brian
(513) 706-3933Cherry Wealth Management main office 1120 Sherri LnLebanon, IN 46052Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Cherry Wealth Management at (513) 706-3933 and ask for Brian Kirschbaum. Brian works from the Lebanon, IN office.
How long has Brian been a financial advisor?
Brian is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Cherry Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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