World Trend Financial Planning Services, Ltd.

World Trend Financial Planning Services, Ltd. (CRD# 28289) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $393,655,000 in 730 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
221 Third Avenue Se Suite 215, Cedar Rapids, IA 52401
http://www.realfinancialstrategies.com
By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    730
    ACCOUNTS
  • Average Account Value
    $539,253
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, IA, IL, LA, MI, MN, MO, PA, SD, TX, UT, WI

Financial Advisors at World Trend Financial Planning Services, Ltd.
Showing 1 - 9 of 9 top financial advisors.
1
Bradley Haverback, financial advisor Cedar Rapids IA
Bradley O. Haverback
CRD#: 5819654
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
96
Wealthminder
score

Bradley Haverback (CRD# 5819654) 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. Bradley Haverback 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.

2
Patricia Davidson, financial advisor Cedar Rapids IA
Patricia A. Davidson
CRD#: 2191123
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
93
Wealthminder
score

Patricia Davidson (CRD# 2191123) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 25 years of experience in the finance industry.

3
Kenneth Kincade, financial advisor Cedar Rapids IA
Kenneth C. Kincade
CRD#: 5965956
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
93
Wealthminder
score

Kenneth Kincade (CRD# 5965956) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 5 years of experience in the finance industry.

4
Tory Meiborg, financial advisor Cedar Rapids IA
Tory A. Meiborg
CRD#: 3029409
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
93
Wealthminder
score

Tory Meiborg (CRD# 3029409) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 20 years of experience in the finance industry.

5
Robert Myers, financial advisor Iowa City IA
Robert M. Myers
CRD#: 5394621
2225 Mormon Trek Blvd., Iowa City, IA 52246
93
Wealthminder
score

Robert Myers (CRD# 5394621) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Iowa City, IA and has over 10 years of experience in the finance industry.

6
Donna Sanders, financial advisor Cedar Rapids IA
Donna S. Sanders
CRD#: 5524244
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
93
Wealthminder
score

Donna Sanders (CRD# 5524244) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 10 years of experience in the finance industry.

7
Michael Russ, financial advisor Cedar Rapids IA
Michael W. Russ
CRD#: 6236033
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
90
Wealthminder
score

Michael Russ (CRD# 6236033) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 4 years of experience in the finance industry.

8
Sarah Specht, financial advisor Cedar Rapids IA
Sarah B. Specht
CRD#: 6333808
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
89
Wealthminder
score

Sarah Specht (CRD# 6333808) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 2 years of experience in the finance industry.

9
David Gruber, financial advisor Cedar Rapids IA
David C. Gruber
CRD#: 6582967
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
88
Wealthminder
score

David Gruber (CRD# 6582967) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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