Eugene Vincent 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

• 05/1997 → Present
  The Wehrheim Group
  Cedar Rapids, IA
• 03/2002 → Present
  Nations Financial Group, Inc
  Cedar Rapids, IA

Other Businesses

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. //

Exams

• S66 Uniform Combined State Law Examination
  2004-03-22
• S63 Uniform Securities Agent State Law Examination
  2002-06-15