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 $333,414,000 in 622 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    333
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $536,035
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, KY, MN, MO, UT, WI

Financial Advisors at World Trend Financial Planning Services, Ltd.
Showing 1 - 7 of 7 top financial advisors.
1
Patricia A. Davidson
CRD#: 2191123
210 2nd Street Se Suite 400, 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.

2
Bradley O. Haverback
CRD#: 5819654
210 2nd Street Se Suite 400, Cedar Rapids, IA 52401
93
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.

3
Tory A. Meiborg
CRD#: 3029409
2225 Mormon Trek Blvd., Iowa City, IA 52246
93
Wealthminder
score

Tory Meiborg (CRD# 3029409) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Iowa City, IA and has over 19 years of experience in the finance industry.

4
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.

5
Donna S. Sanders
CRD#: 5524244
210 2nd Street Se Suite 400, 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 9 years of experience in the finance industry.

6
Kenneth C. Kincade
CRD#: 5965956
210 2nd Street Se Suite 400, Cedar Rapids, IA 52401
90
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.

7
Michael W. Russ
CRD#: 6236033
210 2nd Street Se Suite 400, Cedar Rapids, IA 52401
89
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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.