Jason J. Peplinski, MBA, FSS, LUTCF

Jason J. Peplinski, MBA, FSS, LUTCF

Vice President, Financial Adviser

Jason Peplinski is Vice President of FP Wealth Management, Inc. Jason started in financial services in 1996 and joined Bob Fitzsimmons in 2007 to eventually be the successor to his practice. Jason’s goal in advising clients is to help them feel more confident in their short and long-term financial decisions.

Jason has had a passion for helping families and businesses with their investments and retirement plans most of his life. In pursuit of this passion and as a believer in lifelong learning, Jason obtained a BS in Global Business Management from Bellevue University, graduate level coursework in Accounting at the University of Nebraska-Lincoln, his MBA from the University of Phoenix, and is working towards the ChFC and CFP® Professional designations. Jason holds his Series 6, 7, 24, 26, and 66 securities licenses and has obtained the AIF (Accredited Investment Fiduciary), LUTCF (Life Underwriter Training Council Fellow) and FSS (Financial Services Specialist) designations. While continuing his education, Jason began his financial career at National Bank of Commerce followed by a back office specialist position at Ameritas Investment Corp which led him to working with his own clientele beginning in 2001.

Jason served on the board of directors for the National Association of Insurance and Financial Advisors (NAIFA) for Nebraska and has also served as the President of the Cornhusker Chapter of NAIFA. Nationally he was recognized in Advisor Today magazine as one of the nations "Four Under Forty" in 2014 and in Investment News national publication as one of the nations "Forty Under Forty" in 2018. The Cornhusker Chapter of NAIFA awarded him with the Eugene Abel “New Agent Recognition” honor in 2009.* He is currently serving on the board of directors for the Lincoln Chapter of The Society of Financial Service Professionals. He is also a member of the Financial Services Institute. He is a 3 year Million Dollar Round Table qualifier.

In addition to his involvement in the financial services community, Jason also regularly gives back to his local community. He has served many times in the kitchen at the Peoples City Mission and supports the Lincoln City Food Bank, United Way and St. Judes Childrens Research Hospital. He also coaches youth sports and assists in church events.

As a native Nebraskan, Jason grew up in a small farm town in northeast Nebraska named Pender. He is married with four children and comes from a large close-knit family where the value of hard work and sound financial management was instilled in him. He loves to spend time with family and friends and enjoys traveling, exercising, hunting, camping, water and snow skiing as well as golfing. Jason has an active private pilot’s license, which gives him the ability to visit more remote clientele with less time away from the office.

 

* Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multi-line sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations.

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. All members must apply every year to continue their affiliation with the Million Dollar Round Table.