Shane
Baack
Principal Securities, Inc
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About this Advisor
Shane Baack is a financial advisor based in Seward, Nebraska, working with Principal Securities, Inc. Shane has previously held positions at Principal Life Insurance Co, Princor Financial Services Co, Kolterman Agency Inc, Jones Financial Services, Principal Securities, Jones Group, Union Financial, Inc, and Jones Insurance Agency, Inc. Shane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Shane is part of Principal Securities, Inc, which operates out of Seward, Nebraska. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Shane Baack Work History
Jones Insurance Agency, Inc
Jones Group
Principal Securities
Jones Financial Services
Principal Life Insurance Co
Union Financial, Inc
Kolterman Agency Inc
Princor Financial Services Co
Disclosures
Please visit the SEC profile of Shane Baack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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