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Meet Jason Wintersteen agent photo

Jason Wintersteen

I'm excited to announce I've joined Farm Bureau Financial Services!

After careful consideration, I've made the important decision to become a Wealth Management Advisor with Farm Bureau Financial Services.

Farm Bureau Financial Services offers insurance and financial services products to client/members in 14 western and Midwestern states. As your advisor, I'll continue to offer a full suite of wealth management and financial planning services using Farm Bureau's relationship with Royal Bank of Canada (RBC), a provider of clearing and execution services.

In addition, I'll be working closely with Farm Bureau agents who provide insurance products including auto, home, life, farm/ranch, business and more. Founded over 80 years ago, Farm Bureau Financial Services offers people in rural and urban areas one of the most complete insurance, investment, and financial services offerings on the market today.

Together, we'll walk through the Your Future Advantage process to help you plan for tomorrow and live for today. Please contact me today to learn more.

Transferring Your Accounts

The process to establish accounts at Farm Bureau Wealth Management is simple, and we'll be with you every step of the way.

  1. You can get a jump-start by completing the Client Information Worksheet.
  2. Someone from my office will contact you to set up a meeting and complete the final paperwork. You will need to bring:
    • Completed Client Information Worksheet
    • A valid government-issued photo ID
    • A current statement for each of your accounts

Following your account transfer, you'll receive online access to your accounts and a welcome packet to officially introduce you to Wealth Management at Farm Bureau. I look forward to making this exciting transition with you and showing you the Farm Bureau advantage.

The Learning Center

Plan Today. Prepare for tomorrow.