Unclaimed Profile

Tory Andrew Meiborg

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.·CEDAR RAPIDS, Iowa

SIE, Series 6, Series 7, Series 26, Series 63, Series 65, Series 99TOClean record25 years registeredWORLD TREND FINANCIAL PLANNING SERVICES, LTD.

221 THIRD AVENUE SE, CEDAR RAPIDS, IA 52401CRD# 3029409Firm CRD# 28289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tory Andrew Meiborg · CEDAR RAPIDS, IA

Registration

CRD #3029409 · WORLD TREND FINANCIAL PLANNING SERVICES, LTD. · 25 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Oct 2022 – present

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Aug 2001 – Dec 2022

CEDAR RAPIDS, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · August 6, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

CRD 28289 · SEC 801-68763

AUM

$730M

Regulatory assets under management

Employees

4,062 client accounts

Services offered by WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORLD TREND FINANCIAL PLANNING SERVICES, LTD. →

Introduction

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Frequently Asked Questions

What services does Tory Andrew Meiborg offer?

Tory Andrew Meiborg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.

What are Tory Andrew Meiborg's credentials?

Tory Andrew Meiborg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tory Andrew Meiborg located?

Tory Andrew Meiborg is based in CEDAR RAPIDS, Iowa, working with WORLD TREND FINANCIAL PLANNING SERVICES, LTD.. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.

How does Tory Andrew Meiborg charge for services?

Tory Andrew Meiborg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD TREND FINANCIAL PLANNING SERVICES, LTD.?

WORLD TREND FINANCIAL PLANNING SERVICES, LTD. has approximately 16 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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