|3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
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
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,
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:
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.
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
The Wehrheim Group, LLC Business Continuity Plan
|Email us with questions or comments about this web site.
Copyright (c) 2008-2018 The Wehrheim Group, LLC, all rights reserved
Website designed by Rachel Wehrheim. All photos by Nancy Wehrheim unless otherwise indicated.
Page last updated on November 1, 2018
3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
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