Jason L. Blomgren, CLU, ChFC, CFP in

Jason L. Blomgren, CLU, ChFC, CFP

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Financial Advisor at Osaic FS
📍 United States

Jason is the President & CEO of Heartland Wealth Group, where he operates as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with CLU® and ChFC® designations. A graduate of the University of Iowa, he has been a financial advisor for nearly three decades, specializing in investment management and estate planning strategies.

Outside of work, Jason is an avid endurance athlete, having completed multiple marathons, including Boston, and an Ironman. He is a passionate baseball fan who has visited all 30 MLB stadiums with his family and volunteers with his wife for the Make-A-Wish Foundation.

He and his family have traveled to all 50 states and over 40 countries together.

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Experience
29 Years
Current Role
Financial Advisor
Job Level
Leadership
Location
United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Life Insurance
He frequently shares educational content on the importance of life insurance as a tool for creating financial security for families.
Endurance Sports
He is an Ironman finisher and has run six marathons. He also proudly shares his children's athletic accomplishments, like his daughter completing her own Ironman.
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Career

Work history

2-2010
Financial Advisor
Osaic FS
President & CEO
First Heartland Financial Group, Inc.
5-1996 - 1-2010
Financial Advisor
John Hancock Financial Network
In the press

Media appearances

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Education
Business
University of Iowa
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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