portrait of Shelley R Finnestad

About Shelley

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding your goals for the present and the future, before you invest your money. While working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy, so you have more options when you retire, regardless of what you decide to do.

I am a CERTIFIED FINANCIAL PLANNER™ professional and hold insurance licenses and securities registrations in various states. My educational background includes a bachelor's degree from Iowa State University in industrial engineering. While attending, I enjoyed the experience...

Focus Areas

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

Work History

  • Edward JonesMarch 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Iowa State UnivBachelor of Science

Personal Interests

  • Golfing
  • Pets
  • Skiing
  • Gardening
  • Hiking

Team Members

  • Shannon McCarthy
    Sr. 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

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