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| The Wehrheim Group, LLC |
| 3330 Mt. Vernon Rd SE Cedar Rapids, IA 52403 319-294-3131 www.wehrheimgroup.com |
| Home Our Firm Our Services Getting Started Contact Related Links Disclosures |
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
How to Get Started with
The Wehrheim Group, LLC:
The Wehrheim Group, LLC:
In order for us to provide constructive feedback at our
initial consultation it is essential that we focus on what is
important to you.
To get started, please print out and complete the
confidential Initial Interview Profile.
Fax the completed form to us at 319-294-3135.
Alternatively, you may submit the completed form via email
or by mail to:
The Wehrheim Group, LLC
3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
At our initial meeting, we will use this information to gain a
deeper understanding of you and your expectations. By
listening and asking questions, we will determine if our firm
can be of service to you. If we can be of service, we will
create an investment plan tailored to your specific needs
and goals.
initial consultation it is essential that we focus on what is
important to you.
To get started, please print out and complete the
confidential Initial Interview Profile.
Fax the completed form to us at 319-294-3135.
Alternatively, you may submit the completed form via email
or by mail to:
The Wehrheim Group, LLC
3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
At our initial meeting, we will use this information to gain a
deeper understanding of you and your expectations. By
listening and asking questions, we will determine if our firm
can be of service to you. If we can be of service, we will
create an investment plan tailored to your specific needs
and goals.