Shelley Finnestad, Financial Advisor

Financial Advisor
Shelley R Finnestad

CFP®, AAMS®
205 B Delaware St, Leavenworth, KS 66048opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Employee Stock Options
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Pets
  • Skiing
  • Gardening
  • Hiking

Team Members

  • Kaitlyn Gonzalez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(913) 682-2325

Fax

(855) 801-9425

Office Address

205 B Delaware St
Leavenworth, KS 66048opens in a new window

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