Mason Kniskern

Apprentice

Mason@PlanWithRFG.com
Phone: 513-230-9296
Fax: 513-624-3124

What is one thing you cannot resist?

Dark chocolate

Do you have a favorite newspaper?

Wall Street Journal

Favorite quote?

“The most powerful force in the universe is compound interest.” – Albert Einstein

What’s something that has always been on your bucket list?

Backpack Europe

Mason was born in Cincinnati and raised in Anderson Township the majority of his life. He graduated from Anderson High School, but not before earning 3 varsity letters in baseball.

Mason was accepted to Miami University’s Farmer School of Business in Oxford, Ohio upon high school graduation. Mason is majoring in Finance and has always been passionate about the financial industry, so he contacted Nate Kosman about the possibility of an internship. He was accepted as an apprentice for the summer of 2021, but RFG contacted him after completing his freshman year in 2020 needing help with some small projects. Due to COVID-19, Miami announced all classes would be moved online during the second semester of his freshman year. Classes would continue to be delivered online for the entirety of Mason’s sophomore year, so he decided to take a gap year – which extended his apprenticeship at RFG, in lieu of attending online classes.

Mason values building trust through transparency and honesty, which is reflected by his interest in financial planning. Mason believes a career as a financial advisor aligns with his goals of building meaningful relationships and helping clients achieve financial freedom.

Mason currently holds the Securities Industry Essentials® (SIE®) and is studying for the Series 7 securities license.

OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
Copyright 2023 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.