Our Team

Jason Cureg Schlepphorst, RICP

Associate Representative

Investment Advisor Representative*


1350 NW 138th St. Ste. 300

Clive, IA 50325

515.273.5120 x105
Fax: 515.273.5128

E-mail: jschlepphorst@securitiesmail.com

Website: firstheartlandfinancialgroup.com

JASON SCHLEPPHORST has been in the Financial Industry for more than 14 years and is the Retirement Income Strategy Specialist of First Heartland Financial Group, Inc. Mr. Schlepphorst holds the Retirement Income Certified Professional Designation from The American College. Mr. Schlepphorst is an Investment Advisor Representative offering securities and advisory services through Lincoln Financial Securities. As a lecturer, he has conducted many seminars throughout Iowa sharing his acumen in planning for all stages of life. He presents informational workshops to the community on a regular basis with topics including retirement income strategies and retirement planning, professional money management, investment planning, portfolio stress testing, estate planning, and long term care planning. He strives to meet the needs of individuals and business.

Services offered include:

  • Investment and Retirement Strategies*
  • Estate Conservation Strategies
  • Retirement Income Distribution Planning
  • Pension Distribution Strategies
  • Retirement Planning 401(k)
  • Profit Sharing, and IRA/TSA Rollovers
  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Individual & Group Health Insurance
  • Social Security Timing Strategies

WE WORK WITH MANY COMPANIES TO HELP MEET YOUR NEEDS. BELOW IS A SAMPLE:

  • Lincoln Financial Group
  • Principal Financial Group
  • John Hancock
  • American General
  • Pacific Life
  • ING
  • Nationwide
  • American Funds
  • Midland National
  • Prudential
  • Fidelity Investments
  • Wellmark/Blue Cross Blue Shield
  • The Hartford Financial Services
  • AXA Equitable
  • Transamerica
  • Mutual of Omaha
  • Genworth
  • Lincoln Benefit Life
  • AVIVA
  • Protective
  • Jackson National
  • New York Life
  • Vanguard Investments
  • Franklin Templeton Investments
  • Putnam Investments
  • PIMCO Investments
  • Blackrock Investments
  • T. Rowe Price Investments
  • MetLife Investors USA
  • Dimensional Fund Advisors
  • Mass Mutual
  • CUNA
  • Invesco Investments

    BIO

    Jason was born and raised in Des Moines, IA. Jason graduated from the University of Iowa in May of 2000. He has since obtained the Retirement Income Certified Professional designation from The American College. Jason currently resides in Indianola, IA with his wife Jacki, and their son Caden and daughter Mea. Jason enjoys traveling, golfing, and live music.

    *Investments offered through Representatives of Lincoln Financial Securities, Member FINRA/SIPC. Lincoln Financial Securities & First Heartland Financial Group, Inc. are not affiliated. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LFS-1327159-101615 Investments are not obligations of Generations Bank, are not FDIC insured and may lose value.