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 24 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 6 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 18 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 9 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 8 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 4 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 3 years of experience in the finance industry.

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