Shane M Baack
Investment adviser representative at Ameriprise Financial Services, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Ameriprise Financial Services, LLCJan 2025 to now
- Jones Insurance Agency, Inc.Jan 2022 to Jan 2025
- Union Financial, Inc.Sep 2019 to Dec 2020
- Jones GroupJul 2019 to Jan 2025
- Principal SecuritiesMar 2016 to Jan 2025
- Jones Financial ServicesApr 2012 to Jan 2025
- Kolterman Agency IncDec 2009 to Jun 2018
- Principal Life Insurance CoApr 2008 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5515243
- Firm CRD
- 6363