Jason Blomgren, CFP, CLU, ChFC Financial Advisor

Jason Blomgren, CFP, CLU, ChFC Financial Advisor Heartland Wealth Group

~Financial Planning
~Investments
~Estate Planning Strategies
~Insurance

For full disclosures, visit our website at www.firstheartlandfinancialgroup.com

The new sign is up!
01/23/2026

The new sign is up!

Save the Date!
10/24/2025

Save the Date!

So proud of my daughter Meagan, who just completed her first full Ironman Chattanooga in 13:07:31 this past Sunday.I sti...
10/01/2025

So proud of my daughter Meagan, who just completed her first full Ironman Chattanooga in 13:07:31 this past Sunday.

I still remember crossing my own Ironman finish line back in 2009 at Lake Placid with a time of 15:18:48. Watching her not only take on this challenge, but absolutely crush it — all while handling the demands of her 3rd year of dental school — was inspiring beyond words.

I have no doubt she’ll be successful in life. Success in a career is no different than an Ironman — it takes tenacity, courage, determination, and grit to keep moving forward no matter how tough the miles get.

Congratulations, Meagan — I couldn’t be prouder. 🏊‍♀️🚴‍♀️🏃‍♀️

Life insurance doesn’t just protect – it empowers. 59% of insured Americans say they feel financially secure, compared t...
09/26/2025

Life insurance doesn’t just protect – it empowers. 59% of insured Americans say they feel financially secure, compared to just 34% of the uninsured.1 See how coverage can help you keep up with life’s changing needs.

Cost is the #1 reason for not buying life insurance, even though about three quarters of Americans overestimate the act...
09/24/2025

Cost is the #1 reason for not buying life insurance, even though about three quarters of Americans overestimate the actual price.1 See why knowledge is key then let’s talk about the facts of Life.

https://visit.lfg.com/LIF-LIMRA-INF001

Are you among the 100 million Americans who need life insurance – or more of it?1 Take a look at your options and then ...
09/22/2025

Are you among the 100 million Americans who need life insurance – or more of it?1 Take a look at your options and then let’s connect to see how you can get more out of Life.

https://visit.lfg.com/LIF-WHY-BRC001

Let’s celebrate Life Awareness Month by talking about your coverage. Take a look at this guide and then reach out with ...
09/22/2025

Let’s celebrate Life Awareness Month by talking about your coverage. Take a look at this guide and then reach out with questions – because awareness starts with you.

https://visit.lfg.com/LIF-SRM-FLI001

09/18/2025

✨ An Important Team Update at First Heartland Financial Group ✨

We’d like to update you on some important changes within our team at First Heartland Financial Group.

After nearly 15 years of dedicated service, our valued team member Jen Gualco will soon be relocating. Jen’s husband, Troy, recently received a great promotion, and together they will be moving to the Phoenix area to begin this new chapter and to be closer to her mom and stepdad.

Until that move takes place — likely within the next 3 to 6 months — Jen will continue in her role and will be training Mackenzie Blomgren to ensure a smooth and seamless transition. We are incredibly grateful for Jen’s loyalty, professionalism, and the countless ways she has supported our clients and advisors over the years. She will be deeply missed, and we wish her and Troy nothing but the best.

We are pleased to share that Mackenzie, who brings valuable experience from her 2 ½ years at Athene, will be stepping into this role and working alongside Amber Prickett to continue providing the high-level support our firm is known for. She will be assisting Jason Blomgren with all client needs, including withdrawals, beneficiary changes, and account support, as well as supporting our advisors in compliance and operations.

We are also excited to announce that Jacob Blomgren has joined our firm as a Wealth Management Associate. Jacob graduated from Iowa State University in May with a degree in Business and Marketing. Over the next few months, he will be working toward his exams in order to become an Advisor. In the meantime, he will be assisting with client meetings, learning the business from the ground up, and beginning to build relationships with clients.

Please join us in thanking Jen for her years of dedication and in welcoming both Mackenzie and Jacob to their new roles at First Heartland Financial Group.

The BBB Act increases estate and gift tax exemptions to $15 million for single filers and $30 million for those filing j...
08/26/2025

The BBB Act increases estate and gift tax exemptions to $15 million for single filers and $30 million for those filing jointly. Plus, charitable contributions up to $1,000 for single filers and $2,000 for those filing jointly can now be deducted without itemizing. Let's chat if you want more information before you meet with your tax professional. Source: IRS.Gov, July 14, 2025

Business owners, take note! The BBB Act permanently establishes the 20% qualified business income deduction for sole pro...
08/21/2025

Business owners, take note! The BBB Act permanently establishes the 20% qualified business income deduction for sole proprietorships, partnerships, and S-Corps. It also restores 100% expensing for capital investments and raises the 1099-K reporting threshold to $20,000/200 transactions. Let's chat if you want more information before you meet with your tax professional. Source: IRS.Gov, July 14, 2025

Two of the most written about items from the BBB Act by far. "No tax on tips" creates a $25,000 deduction for tip income...
08/19/2025

Two of the most written about items from the BBB Act by far. "No tax on tips" creates a $25,000 deduction for tip income, while "no tax on overtime" offers a $12,500 deduction for overtime pay for single filers and a $25,000 deduction for those filing jointly. Both run from 2025-2028 with income phase-outs. Let's chat if you want more information before you meet with your tax professional. Source: IRS.Gov, July 14, 2025

The BBB Act offers a $10,000 deduction on new car loan interest (2025-2028) - but the car must be brand-new AND final as...
08/14/2025

The BBB Act offers a $10,000 deduction on new car loan interest (2025-2028) - but the car must be brand-new AND final assembly must be in the U.S. Income limits apply too. Meanwhile, most credits end September 30, 2025. Let's chat if you want more information before you meet with your tax professional. Source: IRS.Gov, July 14, 2025

Address

1350 NW 138th Street Suite 300 Clive, IA 50325
Clive, IA
50325

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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