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Rachel W
Series 63, Series 65
Cedar Rapids, IA
Nations Financial Group, Inc.
Rachel Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been involved with Nations Financial Group and The Wehrheim Group since 2004. Outside of finance, she manages Medicine River Farms, where she serves as head trainer, instructor, and horse show judge in horse and rider training. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.
Eugene W
Series 63, Series 66
Cedar Rapids, IA
Nations Financial Group, Inc.
Eugene Wehrheim III is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Nations Financial Group since 2002 and is also involved full-time with Wehrheim Group, LLC. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm combines proprietary model portfolios and outside manager options to tailor strategies based on client objectives and risk tolerance.
Eugene W
Series 63, Series 65
Cedar Rapids, IA
Nations Financial Group, Inc.
Eugene Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Nations Financial Group since 1998. Outside of his advisory role, Wehrheim is involved in farming and operates Medicine River Farms, where he raises, trains, and sells horses. Nations Financial Group serves a diverse clientele including individuals, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, pension consulting, and a range of model portfolios managed across varying risk profiles. The firm combines fundamental, technical, and quantitative investment strategies and provides both fee-based and commission-based services through its dual registration.
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