Jason Peplinski Named to Investment News ’40 Under 40′ List of Financial Advisors
LINCOLN, Neb., July 12, 2018 /PRNewswire/ — Jason J. Peplinski, MBA, FSS, LUTCF, a financial advisor in Lincoln, Nebraska, has been named by Investment News to its «40 Under 40» list. According to the publication, the 40 Under 40 project «shines a spotlight on the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things.» The criteria used by the editorial staff to weigh the more than 1,000 nominations are: accomplishment to date, contribution to the industry, leadership and promise. Peplinski, along with the others making the 5th annual 40 under 40 list, is highlighted in the June 18 issue of Investment News and online http://www.investmentnews.com/section/40-under-40/2018.*
Peplinski began his financial career in 1996, dedicated to helping clients implement and feel more confident in their short- and long-term financial decisions. His first position was with a community bank for a couple of years, followed by a back-office specialist position with a financial services broker/dealer. He began serving his own clients in 2001 and planning for the best way to reach more people he could help. In 2007, he joined FP Wealth Management, Inc., with an agreement to succeed President Bob Fitzsimmons upon his retirement. In 2017, he also entered into agreement with Wealth Management Concepts, Inc. to acquire and lead the company’s financial planning and wealth management services. Ensuring the continuity of service excellence to existing clients of both firms, as well as continuing to reach out to new clients is Peplinski’s passion and mission. Ultimately, he will bring his clients and his practices under the umbrella of his EnTrust Advisors, Inc. brand.
Currently working towards completing the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional, he holds Series 6, 7, 24, 26, and 66 securities licenses and has obtained the LUTCF (Life Underwriter Training Council Fellow) and FSS (Financial Services Specialist) designations. He holds a BS in Global Business Management from Bellevue University, completed graduate-level coursework in Accounting at the University of Nebraska-Lincoln, and received his MBA from the University of Phoenix.
Previously, Peplinski was recognized in Advisor Today magazine as one of the nation’s «Four Under Forty» in 2014**. He is currently serving on the board of directors for Nebraska Financial Planning Association (FPA) and is President-Elect of the Lincoln Chapter of The Society of Financial Service Professionals (FSP). He is also a member of the Financial Services Institute (FSI) and a 5 year Million Dollar Round Table (MDRT) qualifier***. He also served on the board of directors for the National Association of Insurance and Financial Advisors (NAIFA) for Nebraska and was the President of the Cornhusker Chapter of NAIFA where he still serves on the board of directors today. The Cornhusker Chapter of NAIFA awarded him with the 2009 Eugene Abel «New Agent Recognition» honor.**
Peplinski grew up in Pender, NE in a large close-knit family where the value of hard work and sound financial management was instilled in him. Married with four children, he’s a youth sports coach for soccer and t-ball and active in his church. He gives back to his community through his volunteer efforts with the Peoples City Mission, the Lincoln City Food Bank, United Way and St. Jude’s.
To learn how Jason Peplinski can help you with your financial planning and investment needs, contact him at [email protected].
*Investment News accepts nominations of professionals from all areas of the financial advisory industry and determines nominees’ eligibility for the 40 Under 40 list based on the following criteria: accomplishments to date, contribution to the industry, leadership and promise. Financial professionals selected for the list pay a fee to Investment News to use materials promoting this award. Third-party rankings and recognitions are not a 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.
**Third-party rankings and recognitions are not a 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.
***Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients.
ABOUT JASON PEPLINSKI
Jason Peplinski, MBA, FSS, LUTCF, is a financial advisor in Lincoln Nebraska. He is Vice President of FP Wealth Management, Inc. and President of Wealth Management Concepts, Inc. Peplinski is an Investment Advisor Representative of Sagepoint Financial Inc., member of FINRA and SIPC. He holds Series 6, 7, 24, 26, and 66 securities licenses and has obtained the LUTCF (Life Underwriter Training Council Fellow) and FSS (Financial Services Specialist) designations. He holds a BS in Global Business Management from Bellevue University, completed graduate- level coursework in Accounting at the University of Nebraska-Lincoln, and received his MBA from the University of Phoenix. Wealth Management Concepts is located at 3801 Union Drive, Suite 106, Lincoln, NE 68516. Entities listed are not affiliated with SagePoint Financial, Inc.
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SOURCE Jason J. Peplinski