Shane Baack

Financial Advisor at Ameriprise Financial Services, Llc @Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Seward, NE, US
MOBILE NUMBERS
+14•••••••81

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WORK HISTORY

Jan 2025 — Present

Financial Advisor at Ameriprise Financial Services, Llc @Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

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Seward, NE, US

EDUCATION

2001 — 2004

Wayne State College

Bachelor's degree

2014 — 2016

The American College of Financial Services

CFP

SKILLS

SepLong Term Care InsurancePension PlansCurrent Policy ReviewWhole Life InsuranceBusiness ContinuationIndividual LifeSimple IrasTerm Life InsuranceAsset Allocation AnalysisKey Person InsuranceIrasUniversal Life InsuranceBrokerage AccountsBenefit Check-UpLife InsuranceEstate Planning Strategies401(K)Retirement PlansTraditional IrasFixed AnnuitiesDeferred Compensation PlansExecutive Benefit StrategiesMutual FundsCharitable GivingWealth Accumulation StrategiesVariable AnnuitiesRetirement PlanningRetirement Account ReviewsAnnuitiesGroup Life InsuranceGroup AnnuitiesBuy-Sell AgreementsRoth IrasTax-Deferred SavingsIncome ProtectionSupplemental Retirement IncomeFinancial Needs AnalysisDisability Income InsuranceInformal Business Valuation

ABOUT SHANE BAACK

Putting together a plan to help meet your financial objective doesn\'t have to be a chore. I can help you discover how to take greater control of your financial future and develop personal and business strategies to help achieve your goals-whatever they may be. t17••••06syInsurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co, Securities and advisory products offered through Principal Securities, Inc, 800/24•••37, member SIPC Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. Shane Baack, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Advisor Representative. Jones Financial Services, LLC is not an affiliate of any company of the Principal Financial Group®. AIF® (Accredited Investment Fiduciary®) is an education designation only, obtained by the holder by completing the requisite coursework. The AIF® Designation does not mean the holder is acting in a fiduciary capacity.Shane Baack is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

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