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Rachel Ann Wehrheim

Nations Financial Group, Inc.

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About Rachel Ann Wehrheim

Rachel Ann Wehrheim is an active investment advisor representative with Nations Financial Group, Inc. Rachel is registered with the state of Iowa as an Investment Advisor Representative. Rachel has been in the securities industry for 10 years. Rachel works in the firm's Cedar Rapids, Iowa office. Rachel holds a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Rachel is a manager, head trainer, instructor, and horse show judge for Medicine River Farms, as well as the marketing manager and customer relationship manager for The Wehrheim Group, both of which are not investment related. Rachel's areas of expertise include financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Rachel Wehrheim is currently registered with Nations Financial Group, Inc.. Nations Financial Group, Inc. is a corporation formed in 1997 that provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $3.4 billion in assets for a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm has offices in Cedar Rapids, IA and is registered with the SEC and in 51 states.
Nations Financial Group, Inc.

3925 FOUNTAINS BLVD NE

CEDAR RAPIDS, IA 52411

$3.40B

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rachel Wehrheim’s Registration & Firm History

IA

04/18/2013 - Present

Nations Financial Group, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 04/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Ann Wehrheim.
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