World Trend Financial Employee Directory

Financial ServicesIowa, United States11-50 Employees

World Trend Financial is a financial services firm established in 1991 that operates as an investment advisory practice focused on investment management and financial planning for individuals and businesses. Based in Cedar Rapids, Iowa, with offices in Iowa City, the firm provides comprehensive wealth management services designed to help clients pursue their financial objectives. Its range of services encompasses investment management, retirement planning, estate planning, education planning, insurance analysis, family office services, portfolio analysis, and consulting. Securities are offered through Ausdal Financial Partners, Inc., and World Trend Financial and Ausdal operate as independently owned entities; the firm notes a close affiliation with the accounting firm Terry Lockridge & Dunn to integrate financial planning with accounting insight. In October 2022, Savant Wealth Management announced the acquisition of World Trend Financial and Terry Lockridge & Dunn.

Sign up for free to view info

Company overview Email format