Sarah Specht, financial advisor Cedar Rapids IA

Sarah Specht

CRD Number: 6333808
Current Firm: World Trend Financial Planning Services, Ltd.

Sarah Specht (CRD# 6333808) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 7 years of experience in the finance industry. Sarah Specht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ausdal Financial Partners, Inc. Davenport, IA Sep 2018 - Current 3
World Trend Financial Cedar Rapids, IA Nov 2016 - Current 5
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2016 - Nov 2016 < 1
Northwestern Mutual Investment Services LLC Hiawatha, IA Jul 2014 - Nov 2016 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2014 - Nov 2016 2
Rodan And Fields Dermatologist Cedar Rapids, IA Oct 2011 - Nov 2016 5
The Gazette Company Cedar Rapids, IA Aug 2012 - May 2014 1
Adtrack Corporation Cedar Rapids, IA Apr 2011 - Aug 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Sarah B. Specht
Phone Number: 319-364-3041
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    730
    MILLIONS
  • Total Number of Accounts
    4,062
    ACCOUNTS
  • Average Account Value
    $179,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, IA, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OK, OR, PA, SD, TX, UT, WI

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