Shane Zaback
Shane Zaback is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Minot, ND, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1408 20th Avenue Sw, Suite 2, Minot, ND, 58701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shane owns a coffee shop, with his wife handling daily operations, requiring minimal time from him. He also services existing insurance clients from a purchased business, dedicating a few hours per week, and co-brands with RJFS as the owner of Zaback Wealth Management, which requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Raymond James Financial Services, INC.Broker
American Investment Services, INC.Broker
State Registrations36 states
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