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
World Trend Financial Planning Services, Ltd.
By the Numbers
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Total Assets Under Management730MILLION
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Total Number of Accounts4,062ACCOUNTS
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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
Registered Investment Advisor
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.
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