The Wehrheim
Group,
LLC
3330 Mt. Vernon Rd SE
Cedar Rapids, IA  52403
319-294-3131
www.wehrheimgroup.com
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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.

Expect the best at The Wehrheim Group:  
friendly, professional service, with a
personal touch.
Our Investment Process
  1. Evaluate—We start by examining your
    current expectations.  Once we know where
    you want your money to take you, we can
    begin drafting the roadmap to help get you
    there.
  2. 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.
  3. 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.
  4. 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.
If you would like to receive more information or ask a question about our services,
please contact us at 319-294-3131.
Email us with questions or comments about this web site.  
Copyright (c) 2008-2018 The Wehrheim Group, LLC, all rights reserved

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Website designed by Rachel Wehrheim.  All photos by Nancy Wehrheim unless otherwise indicated.

Page last updated on November 17, 2017



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.  
Check the background of this investment professional at FINRA's BrokerCheck.