Douglas Osborn
Advisor at Ameriprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ameriprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Novi, MI 48375
Credentials
Series 63, Series 65
Industry experience
45 years
Douglas Osborn is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Concorde Asset Management, L.M. Kohn & Company, and Asset Management Consulting Group LLP. Outside of his advisory work, he serves on the finance committee of St. Joseph Catholic Parish, which oversees significant parish expenditures. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support to deliver these services, emphasizing the use of Ameriprise-managed accounts and affiliated investment products.
Based on Ameriprise
Based on Ameriprise
$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%
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.
43155 Main St Ste 2200 A
Novi, MI 48375
Michigan · Texas
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services Inc
2019 - 2020 (1 year)
Concorde Asset Management, LLC
2018 - 2019 (1 year)
Concorde Investment Services, LLC
2018 - 2019 (1 year)
L.M. Kohn & Company
2012 - 2018 (6 years)
Asset Management Consulting Group LLP
1999 - 2019 (20 years)
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