Rachel Ann Wehrheim
Investment adviser representative at Nations Financial Group, Inc.
24 yearsExperience
1 stateRegistered in
$4.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Nations Financial Group, Inc.Jan 2004 to now
- The Wehrheim GroupJan 2004 to now
- Medicine River FarmsJan 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (IA).
Nations Financial Group, Inc.
$4.8BAssets managed
5,569Clients
90Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4752692
- Firm CRD
- 44181