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An Ameriprise Platinum Financial Services® Practice

 
 
Jason Klein Ameriprise Financial Advisor

Jason Klein

Senior Financial Advisor

 

 
 
Print Summary

JASON M. KLEIN & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Office Location

8175 Creekside Dr
Ste 226
Portage, MI 49024-5370
Map (269) 321-5002


License Information

I am licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct business in PA, KY, TX, NM, ME, MN, FL, AK, OK, MO, CA, AZ, OH, IL, NC.

CA Insurance #0E52153

My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Areas of Focus

  • Saving for Education
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options

Interests

  • Enjoy spending time with family and friends
  • Traveling to new places
  • Football fan
  • Fine wine enthusiast

Community Participation

Volunteer organizer Red Cross Blood drive and Volunteer for the O'leary foundation

View All

My Events

SEPTEMBER

16

Social Security

OCTOBER

7

Estate Planning

OCTOBER

21

Estate Planning

Market Watch

Market News
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.