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 27 states (or territories).

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
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, 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.
Showing 1 - 9 of 9 top financial advisors.
1
David C. Gruber
CRD#: 6582967
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401

David Gruber (CRD# 6582967) 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.

2
Bradley O. Haverback
CRD#: 5819654
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401

Bradley Haverback (CRD# 5819654) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 11 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.

3
Tory A. Meiborg
CRD#: 3029409
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401

Tory Meiborg (CRD# 3029409) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 24 years of experience in the finance industry.

4
Robert M. Myers
CRD#: 5394621
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401

Robert Myers (CRD# 5394621) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 14 years of experience in the finance industry. Robert Myers 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.

5
Sarah A. Nolte
CRD#: 6062407
2225 Mormon Trek Blvd. Suite 200, Iowa City, IA 52246

Sarah Nolte (CRD# 6062407) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Iowa City, IA and has over 7 years of experience in the finance industry. Sarah Nolte 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.

6
Michael W. Russ
CRD#: 6236033
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401

Michael Russ (CRD# 6236033) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 8 years of experience in the finance industry.

7
Donna S. Sanders
CRD#: 5524244
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401

Donna Sanders (CRD# 5524244) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 14 years of experience in the finance industry.

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

Sarah Specht (CRD# 6333808) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 6 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.

9
Ethan D. Howard
CRD#: 7024989
221 Third Avenue Se, Suite 215, Cedar Rapids, IA 52401

Ethan Howard (CRD# 7024989) 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.

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