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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-22 |
| IA | RA | APPROVED | 2001-01-19 |
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 |
|---|---|---|---|---|
| Nations Financial Group, Inc. | Cedar Rapids | IA | 03/1998 | Present |
THE WEHRHEIM GROUP. 3330 MT VERNON ROAD SE, CEDAR RAPIDS, IA 52403. HEALTH AND LIFE INSURANCE SALES. IS INVESTMENT RELATED. 30 HRS PER MONTH, MOSTLY DURING TRADING HOURS. SALES AND SERVICE OF LIFE, HEALTH, AND LONG TERM CARE. FIXED ANNUITIES.///FARMING AT HOME IN SOLON IA. SINCE 1973. OWNER. 40 HOURS PER MONTH, MINIMAL TIME DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED./// MEDICINE RIVER FARMS, 433 PLEASANT DR NE, SOLON, IA 52333, RAISING, TRAINING & SELLING HORSES, 1992-PRESENT, 40HRS/MONTH, NON-INVESTMENT RELATED/THE WEHRHEIM GROUP. 3330 MT VERNON ROAD SE, CEDAR RAPIDS, IA 52403. IS INVESTMENT RELATED. MASTER GENERAL AGENT. TITLE IS MASTER GENERAL AGENT. 5 HRS/MONTH, 2-3 DURING SEC TRADING HRS. THE WEHRHEIM GROUP WILL ACT AS MASTER GENERAL AGENT FOR OTHER COMPANIES AND THEIR INSURANCE AGENTS FOR FIXED INSURANCE PRODUCTS//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-27 |
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