Shane Bauman
President, RISE Wealth Strategies | We help advisors & business owners protect, grow, and exit their businesses on their own terms
- Role
- President at Rise Wealth Strategies
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Shane Bauman
What would life be like if you actually loved going to work and made a great living doing it? As a Financial Advisor, it is not uncommon to feel: On an island, without much support Pressure to sell product instead of solutions Frustrated with a lack of structure and systems Limited in your capacity to serve more clients effectively Deflated by \"brow beating\" with no idea how your \"why\" comes into play If any of this resonates with you, let\'s talk. RISE can help by providing: A holistic approach with custom solutions Systems and workflows to help you scale your business A team of people to support you A culture of excellence & accountabilityHow are we different? Our core values say it all: Relational - our relationships with people are significant and collaborativeImpactful - our strategies determine our impact today & our legacy tomorrowSimple - true wealth is simple, liberating, and attainableEquipping - we believe in equipping people to reach their goalsShane Bauman is authorized to conduct life insurance and securities business in Colorado and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:20••••72/
Experience
President
Jan 2019 — Present · Denver, CO, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE WEALTH STRATEGIES is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Colorado State University
Business Administration and Management, General
1992 — 1994
University of Northern Colorado
B.S., Business Administration, Minor- Visual Arts
1994 — 1997
Skills
- Advertising
- Sales
- Marketing
- Retirement Planning
- Recruiting
- Savings
- Management
- Retirement
- Leadership
- Entrepreneurship
- Selling
- Executive Management
- Business Planning
- Life Insurance
- Finance
- Small Business
- Iras
- Estate Planning
- Strategic Partnerships
- Lead Generation
- Employee Benefits
- Fixed Annuities
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