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Current Employers
Nations Financial Group, Inc.

3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2004-04-06
  • IA RA
    APPROVED
    Since 2004-04-06

Branch Locations

3330 Mount Vernon Rd Se, Cedar Rapids, IA 52403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Wehrheim Group Cedar Rapids IA 05/1997 Present
Nations Financial Group, Inc Cedar Rapids IA 03/2002 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-22
S63 Uniform Securities Agent State Law Examination 2002-06-15
  • S66 Uniform Combined State Law Examination
    2004-03-22
  • S63 Uniform Securities Agent State Law Examination
    2002-06-15

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