Rachel Ann Wehrheim

Employer firm

Nations Financial Group, Inc. CRD 44181

$4.77B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Medicine River Farms
  Solon, IA
• 01/2004 → Present
  Nations Financial Group, Inc.
  Cedar Rapids, IA
• 01/2004 → Present
  The Wehrheim Group
  Cedar Rapids, IA
• 10/2008 → Present
  The Wehrheim Group
  Cedar Rapids, IA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-16
• S63 Uniform Securities Agent State Law Examination
  2013-03-04