WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

CEDAR RAPIDS, Iowa·10 registered advisors·CRD# 28289
SEC# 801-687631319-364-3041
01

Firm Overview

AUM
$730M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

10 registered advisors
Bradley Owen Haverback
CEDAR RAPIDS, Iowa
Catherine Ann Johnson
CEDAR RAPIDS, Iowa
Donna Sue Sanders
CEDAR RAPIDS, Iowa
Jeremy Scott Mead
CEDAR RAPIDS, Iowa
Patricia Ann Davidson
CEDAR RAPIDS, Iowa
Robert Matthew Myers
CEDAR RAPIDS, Iowa
Sandra Sue Kuda
CEDAR RAPIDS, Iowa
Timothy Franciscus Terry
CEDAR RAPIDS, Iowa
Todd J Helle
CEDAR RAPIDS, Iowa
Tory Andrew Meiborg
CEDAR RAPIDS, Iowa
05

Office Locations

CEDAR RAPIDS, Iowa
10 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. WORLD TREND FINANCIAL PLANNING SERVICES, LTD. (CRD# 28289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.