Be advised. This firm is no longer registered.

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 $730,108,871 in 4,062 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401
http://www.worldtrendfps.com
By the Numbers
  • Total Assets Under Management
    730
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at World Trend Financial Planning Services, Ltd.
No Advisor Found.

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.

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