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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2013-04-18 |
Branch Locations
3330 Mount Vernon Rd Se, Cedar Rapids, IA 52403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medicine River Farms | Solon | IA | 01/2002 | Present |
| Nations Financial Group, Inc. | Cedar Rapids | IA | 01/2004 | Present |
| The Wehrheim Group | Cedar Rapids | IA | 01/2004 | Present |
| The Wehrheim Group | Cedar Rapids | IA | 10/2008 | Present |
THE WEHRHEIM GROUP. 3330 MT VERNON RD. SE, CEDAR RAPIDS, IA 52403. IS INVESTMENT RELATED. SECURITIES, RIA. POSITION IS NON-REGISTERED ASST. STARTED 1/15/04. APPROX 80 HRS/MONTH, 80 DURING SECURITY TRADING HRS. DUTIES ARE MARKETING MANAGER,CLIENT/CUSTOMER RELATIONSHIP MANAGEMENT //THE WEHRHEIM GROUP. 3330 MT VERNON RD. SE, CEDAR RAPIDS, IA 52403. IS INVESTMENT RELATED.LIFE AND HEALTH INSURANCE. POSITION IS INSURANCE AGENT. STARTED 1/15/04. APPROX 40 HRS/MONTH, 40 DURING SECURITY TRADING HRS. DUTIES ARE LIFE AND INSURANCE AGENT //MEDICINE RIVER FARMS. 433 PLEASANT VIEW DR. NE SOLON, IA 52333. NOT INVESTMENT RELATED. BUSINESS IS HORSE/RIDER TRAINING. POSITION IS MANAGER, HEAD TRAINER,INSTRUCTOR AND HORSE SHOW JUDGE. STARTED JANUARY 2002. APPROX 200 HRS/MONTH, 2 DURING SECURITY TRADING HRS. DUTIES ARE TO MANGE HORSES TRAINING & FEEDING PROGRAMS, INSTRUCT RIDERS, TRAIN HORSES,AND SHOW.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-04 |
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