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Shane M Baack

Advisor at Ameriprise — Seward, NE

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

18 years

Location

Seward, NE 68434-2117

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Shane Baack is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Ameriprise in Seward, NE, and has prior experience with firms including Jones Insurance Agency, Union Financial, and Principal Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Seward, NE

344 Main St., Ste. 100

Seward NE 68434-2117

Advisors at this office

3

Most active in

Nebraska · Texas

Work history

18 years of industry experience

Ameriprise

2025 - Present • 1 year

Seward, NE

Jones Insurance Agency, Inc.

2022 - 2025 • 3 years

Seward, NE

Union Financial, Inc.

2019 - 2020 • 1 year

Seward, NE

Jones Group

2019 - 2025 • 6 years

Seward, NE

Principal Securities

2016 - 2025 • 9 years

Seward, NE

Jones Financial Services

2012 - 2025 • 13 years

Seward, NE

Kolterman Agency Inc

2009 - 2018 • 9 years

Seward, NE

PRINCIPAL LIFE INSURANCE CO

2008 - 2025 • 17 years

Seward, NE

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew M

Series 66

Seward, NE

Maxus Wealth Management LLC

Andrew Mc Gill is a financial advisor with Maxus Wealth Management LLC, holding a Series 66 license and two years of industry experience. Prior to joining Maxus, he worked at Creative One Securities, LLC and RG Investments Inc., and spent over a decade at Bunge North America. Outside of advisory work, he is involved in several non-investment businesses, including owning a coffee shop and a farming operation. Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients. The firm’s investment approach blends fundamental and technical analysis with value-oriented long-term investing and tactical asset allocation, managing portfolios on a discretionary basis.

Income planning Retirement income strategy Options & derivatives strategies Active portfolio management Founder/Business Owner
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Roger G

Series 63, Series 65

Seward, NE

CreativeOne Securities, LLC

Roger Gamble is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. from 2016 to 2017. Outside of his advisory role, Mr. Gamble serves as president of Mighty Fortress Evangelical Lutheran Church in Seward, Nebraska. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services using fundamental and cyclical security analysis alongside model asset allocations and third-party manager programs.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Mitch K

Series 66

Seward, NE

Thrivent Advisor Network, LLC

Mitch Klintworth is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the Seward Kiwanis Club Ag Banquet Committee, which supports a local food assistance program. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using primarily low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Kara K

Series 66

Seward, NE

Ameritas Advisory Services, LLC

Kara Kenny is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Ameritas Investment Company, LLC since 2017, following nine years at Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Jesse T

Series 65, Series 63

Milford, NE

Integrity Alliance, LLC

Jesse Taylor is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Lion Street Financial and Ameritas Investment Corp. Taylor also has a role at Border States Electric outside the financial industry. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various investment programs through multiple platforms and approaches.

Annuities ESG / Sustainable investing
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Preston S

Series 66

Seward, NE

Ameriprise

Preston Stuhr is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Jones Group for three years and has a background that includes roles at the University of Nebraska–Lincoln and its Athletic Department. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by its affiliated product ecosystem.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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