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| The Wehrheim Group, LLC |
| 3330 Mt. Vernon Rd SE Cedar Rapids, IA 52403 319-294-3131 www.wehrheimgroup.com |
Investment and advisory products and services offered through Nations Financial
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of
principal invested.
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of
principal invested.
3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
319-294-3131
www.wehrheimgroup.com
| Our Services |
At The Wehrheim Group, we accept responsibilities as a team.
Our commitment to this team approach is unique to this
business, and it allows us to meet our client’s needs by
combining the talents and strengths of the group.
We firmly believe your money is exactly that...your
money. Once we have a thorough understanding of your
needs and goals, we can create a “personalized” investment
plan.
A common practice in estate and business planning is for our
team to coordinate strategies with your attorney and
accountant. With a group of professionals working together for
you, you can feel confident about your decisions.
Our team is continually evaluating financial information,
allowing us to make sound decisions when implementing
strategies. We offer educational investment seminars and
individual counseling. Along with education comes the
confidence to make financial decisions toward achieving your
goals.
Expect the best at The Wehrheim Group: friendly, professional
service, with a personal touch.
Our commitment to this team approach is unique to this
business, and it allows us to meet our client’s needs by
combining the talents and strengths of the group.
We firmly believe your money is exactly that...your
money. Once we have a thorough understanding of your
needs and goals, we can create a “personalized” investment
plan.
A common practice in estate and business planning is for our
team to coordinate strategies with your attorney and
accountant. With a group of professionals working together for
you, you can feel confident about your decisions.
Our team is continually evaluating financial information,
allowing us to make sound decisions when implementing
strategies. We offer educational investment seminars and
individual counseling. Along with education comes the
confidence to make financial decisions toward achieving your
goals.
Expect the best at The Wehrheim Group: friendly, professional
service, with a personal touch.
| Investment Advisory Service Financial Education Services Retirement Planning Services Life & Health Insurance |
| Our Investment Process |
- Evaluate—We start by examining your current
situation and discussing your future financial
expectations. Once we know where you want your
money to take you, we can begin drafting the roadmap
to help get you there. - Educate—We believe the more you learn and
understand the things that impact your financial future,
the easier it is for you to have peace of mind. We work
to accomplish this through one-on-one counseling, and
small group seminars on various topics, as well as
printed and visual materials. - Implement—This is the decision-making step in the
investment process. We use our market and product
knowledge to find suitable choices. If necessary for
your situation, we consult with other professionals,
such as accountants and attorneys. Once you feel
comfortable with your decisions, it is time to invest. - Monitor—Our job does not end when your
investments are purchased. If fact, it is just the
beginning. We continually evaluate world markets and
examine various investment choices. You will receive
statements providing details of your account and
reviews may be conducted to readjust your
investments as necessary.
Products & Services
Stocks
Bonds
Mutual Funds
Certificates of Deposit
Life & Health Insurance
Long Term Care Insurance
Fixed & Variable Annuities
401(k) Rollovers
401(k) Plans
Retirement Planning
Fee Based Money Management
Financial Education
Stocks
Bonds
Mutual Funds
Certificates of Deposit
Life & Health Insurance
Long Term Care Insurance
Fixed & Variable Annuities
401(k) Rollovers
401(k) Plans
Retirement Planning
Fee Based Money Management
Financial Education