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).

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 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 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 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 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 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 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 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 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 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.

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