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William S

Series 63, Series 66

Richmond, KY

Edward Jones

William Shaffer is a financial advisor with Edward Jones in Richmond, KY, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as Board Chair for First Christian Church in Richmond and is President of BASK, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cindy R

Series 66

Richmond, KY

Edward Jones

Cindy Rognstad is a financial advisor at Edward Jones in Richmond, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, her work history includes roles at Corrisoft, First Watch, PSCU, Valpak, and Amscot Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher M

Series 63, Series 66

Richmond, KY

Edward Jones

Christopher Menser is a financial advisor with Edward Jones in Richmond, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Investment Professionals Inc from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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