Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Business Retirement Plans
  • Small Business
  • Social Security Retirement Benefits
  • Investments
  • Charitable Giving
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Jason Klein, Barron’s Top 100 Independent Financial Advisors, 2024
  • Jason Klein, Ameriprise Circle of Success Chairman’s Advisory Council, 2022, 2023, 2024
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Shaun Osborne, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Jason Klein, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Shaun Osborne, Ameriprise Circle of Success, 2005-2023
  • Jason Klein, Ameriprise Circle of Success, 2006-2023
  • Shaun Osborne, Ameriprise Circle of Success Diamond Ring, 2017
  • Jason Klein, Ameriprise Circle of Success Diamond Ring, 2018
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation , 2021-2024

Community participation

OsborneKlein - Community participation photo
  • Big Brothers Big Sisters
  • YMCA of Northern Michigan
  • Rotaries of Petoskey, Alpena, Portage, and Harbor Springs
  • Petoskey Area Hockey Association
  • Salvation Army Angel Tree Toy Drive
  • Junior Achievement of Southwest Michigan