World Trend Financial Employee Directory

Financial ServicesIowa, United States11-50 Employees

Established in 1991, World Trend Financial is an investment advisory firm. We focus exclusively on investment management and financial planning for individuals and businesses. We have offices in Cedar Rapids and Iowa City, IA. 

World Trend Financial offers investment advisory services.

Securities are offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064.  Member FINRA/SIPC. 

World Trend Financial and Ausdal Financial Partners, Inc. are independently owned and operated. 

Our close affiliation with the accounting firm Terry Lockridge & Dunn gives our clients an added advantage. This partnership combines the insight of the accounting profession with the foresight of financial planning. It allows us to address all of your financial needs.

World Trend Financial's services include:

-Investment Management
-Individual Retirement Planning
-Retirement Plans
-Estate Planning
-Insurance Analysis
-Education Planning
-Family Office
-Portfolio Analysis
-Consulting

Our firm is driven by a single mission: To maximize the wealth of our clients and help them achieve their financial goals.

Find World Trend Financial employees' phone numbers or email addresses

World Trend Financial Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Asia
1

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  • China
    1

World Trend Financial's Leadership

  • Stylized image of a person
    P. D.
    Chairman/Partner
    Phone icon
  • Stylized image of a person
    D. S.
    Vice President
    Phone icon
  • Stylized image of a person
    D. A.
    Executive Assistant
    Phone icon
  • Stylized image of a person
    K. N.
    Financial Associate
    Phone icon

Contact profiles from World Trend Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. D.
    Chairman/Partner
    Phone icon
    United StatesIowa
    Nov 16, 2025
  • Stylized image of a person
    D. S.
    Vice President
    Phone icon
    United StatesIowa
    Aug 11, 2025
  • Stylized image of a person
    D. A.
    Executive Assistant
    Phone icon
    United StatesIowa
    Aug 04, 2024
  • Stylized image of a person
    K. N.
    Financial Associate
    Phone icon
    United StatesSouth Dakota
    Jun 25, 2025

Frequently Asked Questions

What is World Trend Financial known for?

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World Trend Financial was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 221 3rd Avenue Southeast, Suite 215; you can contact the main corporate office by phone at . Explore World Trend Financial's company overview page for more information.

What is World Trend Financial's most common email format?

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World Trend Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more World Trend Financial email formats with LeadIQ.

How many employees does World Trend Financial have currently?

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World Trend Financial has approximately 16 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are World Trend Financial's key employees and leadership?

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As of December 2025, World Trend Financial's key employees include:

  • Chairman/Partner: P. D.
  • Vice President: D. S.
  • Executive Assistant: D. A.
  • Financial Associate: K. N.

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