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Privacy Policy

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

Page last updated on May 26, 2016
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.  



3330 Mt. Vernon Rd SE
Cedar Rapids, IA  52403
319-294-3131
www.wehrheimgroup.com
Important Consumer Disclosures:
The information contained on this site is not intended for           
distribution to, or use by, any person or entity in any jurisdiction
or country where such distribution would be subject The
Wehrheim Group, LLC, Nations Financial Group, Inc. (NFGI), or
any affiliates, to any registration requirement within such
jurisdiction or country.  The information obtained on this site is
intended for informational purposes only and does not
constitute a solicitation or offer to initiate a transaction in any
securities product or investment advisory service.  Further,
nothing on this site should be construed as rendering legal or
tax advice.

Advice can only be rendered after a person has had personal
contacts, completed The Wehrheim Group, LLC planning  
processes, and upon the execution of all appropriate account
forms. The Wehrheim Group, LLC will not effect or attempt to
effect transactions in securities, or the rendering of
personalized investment advice for compensation over the
Internet.

At certain places on this The Wehrheim Group, LLC Internet
site, live 'links' to other Internet addresses can be accessed.
Such external Internet addresses contain information created,
published, maintained, or otherwise posted by institutions or
organizations independent of The Wehrheim Group, LLC and
Nations Financial Group, Inc.  The Wehrheim Group, LLC and
Nations Financial Group, Inc do not endorse, approve, certify,
or control these external Internet addresses and does not
guarantee or assume responsibility for the accuracy,
completeness, efficacy, timeliness, or correct sequencing of
information located at such addresses. Use of any information
obtained from such addresses is voluntary, and reliance on it
should only be undertaken after an independent review of its
accuracy, completeness, efficacy, and timeliness.  Reference
therein to any specific commercial product, process, or service
by trade name, trademark, service mark, manufacturer, or
otherwise does not constitute or imply endorsement,                  
recommendation, or favoring by The Wehrheim Group, LLC or
Nations Financial Group, Inc.

By accessing this website and the materials and information      
contained herein, you acknowledge that you have read,
understand, accept and agree to be bound by the following
terms and conditions:
No Warranty
While The Wehrheim Group, LLC strives to provide uninterrupted access
to its websites, it is possible for arbitrary circumstances to prevent certain
applications from being accessible. All users agree to hold The Wehrheim
Group, LLC, Nations Financial Group, Inc., and any affiliates thereto,
harmless against any claim of liability surrounding accessibility of this
website, any application contained herein, or any application accessible
through a link provided herein.

Secured Site Access
Certain portions of this site are restricted and require authorization to
access. Unauthorized use of or access to these restricted areas is
expressly prohibited and may result in criminal and/or civil prosecution.
Attempts to access such areas without authorization may be viewed,
monitored and recorded and any information obtained may be given to
law enforcement organizations in connection with any investigation or
prosecution of possible  criminal activity on this system.

Online Information and Tools
Certain portions of The Wehrheim Group, LLC (TWG) web site (i.e.
newsletters, articles, commentaries, etc.) may contain a      discussion of,
and/or provide access to, TWG's (and those of other investment and
non-investment professionals) positions and/or recommendations as of a
specific prior date.  Due to various factors, including changing market
conditions, such discussion may no longer be reflective of current
position(s) and/or recommendation(s).  Moreover, no client or prospective
client should assume that any such discussion serves as the receipt of, or
a substitute for, personalized advice from TWG or from any other
investment professional.  TWG is neither an attorney nor an accountant,
and no portion of the web site content should be interpreted as legal,
accounting or tax advice.

To the extent that any client or prospective client utilizes any    economic
calculator or similar device contained within or linked to TWG's web site,
the client and/or prospective client acknowledges and understands that
the information resulting from the use of any such calculator/device, is
not, and should not be construed, in any manner whatsoever, as the
receipt of, or a substitute for, personalized individual advice from TWG, or
from any other investment professional.

ADDITIONAL ITEMS
All articles, links or additional items are provided for informational
purposes only and were not created by The Wehrheim Group, LLC or
Nations Financial Group, Inc. Before implementing any strategy discussed
herein, you should consult with your own financial, tax, and/or legal
advisors to determine its applicability in light of your own situation.

Neither The Wehrheim Group, LLC, Nations Financial Group, Inc. nor
their representatives or agents are permitted to give legal or tax advice.
Any discussion of taxes is for general informational purposes only. Such
discussion does not purport to be complete or to cover every situation.
You should seek advice based on your particular circumstances from an
independent tax advisor.

Most insurance policies and annuity contracts contain exclusions,
limitations, reductions of benefits, surrender charges and terms for
keeping them in force. Your representative can provide you with costs
and complete details.

DOWNLOADED MATERIAL FROM WEBSITE:
You may download or print out a hard copy of individual pages and/or
sections of the TWG website, and files made available for download,
provided that you do not remove any logos or other proprietary notices.
Any downloading or otherwise copying from the TWG website will not
transfer title to any software or material to you. You may not reproduce
(in whole or in part), transmit (by electronic means or otherwise), modify,
link into or use for any public or commercial purpose the TWG website
without the prior written permission of TWG.

Although this website may provide general information about the potential
impact of taxes on various investment scenarios and   estate planning, it
should be made clear that Nations Financial Group, Inc and The
Wehrheim Group, LLC do not render either legal or tax advice.  Please
consult a legal or tax professional for any specific advice.

Business Continuity Plan for Nations Financial Group, Inc. available at
http://www.nationsfg.com/.