Shane Baack Email & Phone Number
Financial Advisor at Ameriprise Financial Services, LLC @ Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Shane Baack Location
- Seward, NE, US
Shane Baack Work
- 2025 -now Financial Advisor at Ameriprise Financial Services, LLC @
Shane Baack Education
- The American College of Financial Services
CFP (CFP)
2014-2016 - Wayne State College
Bachelor's degree (Human Resources Management and Services)
2001-2004
Shane Baack Skills
- Annuities
- Buy-sell Agreements
- Deferred Compensation Plans
- Disability Income Insurance
- Estate Planning Strategies
- Fixed Annuities
- Informal Business Valuation
- Life Insurance
- Whole Life Insurance
- Mutual Funds
- Pension Plans
- Retirement Planning
- Term Life Insurance
- Charitable Giving
- College Funding
- Executive Benefit Strategies
- Financial Needs Analysis
- Group Life Insurance
- Income Protection
- IRAs
- Key Person Insurance
- Long Term Care Insurance
- Roth IRAs
- Universal Life Insurance
- Variable Annuities
- Individual Life
- Asset Allocation Analysis
- Benefit Check-Up
- Brokerage Accounts
- Business Continuation
- Current Policy Review
- Group Annuities
- Retirement Account Reviews
- Retirement Plans
- SIMPLE IRAs
- Supplemental Retirement Income
- Tax-Deferred Savings
- Traditional IRAs
- Wealth Accumulation Strategies
Shane Baack Summary
- Shane Baack, based in Seward, NE, US, is currently a Financial Advisor at Ameriprise Financial Services, LLC at Wealth Partners, A private wealth advisory practice of Ameriprise Financial Serv. Shane Baack holds a 2014 - 2016 CFP in CFP @ The American College of Financial Services. With a robust skill set that includes Annuities, Buy-sell Agreements, Deferred Compensation Plans, Disability Income Insurance, Estate Planning Strategies and more. Shane Baack has 1 emails and 1 mobile phone numbers on RocketReach.
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