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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 | 2004-04-06 |
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 |
|---|---|---|---|---|
| The Wehrheim Group | Cedar Rapids | IA | 05/1997 | Present |
| Nations Financial Group, Inc | Cedar Rapids | IA | 03/2002 | Present |
EMPLOYEE, WEHRHEIM GROUP, LLC, INVESTMENT RELATED, FULL-TIME, SINCE 2001. // WEHRHEIM LEGACY PROPERTIES LLC. NOT INVESTMENT RELATED. 433 PLEASANT DR NE, SOLON, IA 52333. NATURE OF OTHER BUSINESS IS HOME ESTATE PLANNING. POSITION IS TREASURER. START DATE IS DECEMBER 2025. APPROX 3 HOURS PER MONTH DEVOTED TO OTHER BUSINESS. APPROX 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITITY TRADING HOURS. DUTIES INCLUDE TO HELP WITH FINANICAL RECORD KEEPING. // WEHRHEIM FAMILY PROPERTIES LLC. NOT INVESTMENT RELATED. 433 PLEASANT DR NE, SOLON, IA 52333. NATURE OF OTHER BUSINESS IS HOME ESTATE PLANNING. POSITION IS TREASURER. START DATE IS DECEMBER 2025. APPROX 3 HOURS PER MONTH DEVOTED TO OTHER BUSINESS. APPROX 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITITY TRADING HOURS. DUTIES INCLUDE TO HELP WITH FINANICAL RECORD KEEPING. // MEDICINE RIVER FARMS LLC. NOT INVESTMENT RELATED. 433 PLEASANT DR NE, SOLON, IA 52333. NATURE OF OTHER BUSINESS IS FARM RELATED. POSITION IS TREASURER. START DATE IS DECEMBER 2025. APPROX 3 HOURS PER MONTH DEVOTED TO OTHER BUSINESS. APPROX 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITITY TRADING HOURS. DUTIES INCLUDE TO HELP WITH FINANICAL RECORD KEEPING. // MEDICINE RIVER FARMS NORTH LLC. NOT INVESTMENT RELATED. 433 PLEASANT DR NE, SOLON, IA 52333. NATURE OF OTHER BUSINESS IS FARM RELATED. POSITION IS TREASURER. START DATE IS DECEMBER 2025. APPROX 3 HOURS PER MONTH DEVOTED TO OTHER BUSINESS. APPROX 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITITY TRADING HOURS. DUTIES INCLUDE TO HELP WITH FINANCIAL RECORD KEEPING. // MEDICINE RIVER FARMS WILDLIFE LLC. NOT INVESTMENT RELATED. 433 PLEASANT DR NE, SOLON, IA 52333. NATURE OF OTHER BUSINESS IS FARM RELATED. POSITION IS TREASURER. START DATE IS DECEMBER 2025. APPROX 3 HOURS PER MONTH DEVOTED TO OTHER BUSINESS. APPROX 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITITY TRADING HOURS. DUTIES INCLUDE TO HELP WITH FINANCIAL RECORD KEEPING. // MEDICINE RIVER FARMS PRAIRIE LLC. NOT INVESTMENT RELATED. 433 PLEASANT DR NE, SOLON, IA 52333. NATURE OF OTHER BUSINESS IS FARM RELATED. POSITION IS TREASURER. START DATE IS DECEMBER 2025. APPROX 3 HOURS PER MONTH DEVOTED TO OTHER BUSINESS. APPROX 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITITY TRADING HOURS. DUTIES INCLUDE TO HELP WITH FINANCIAL RECORD KEEPING. //
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-15 |
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