Company Overview
- Headquarters
- 221 3rd Ave SE, Suite 215, Cedar Rapids IA
- Website
- worldtrendfps.com
- Phone
- (319) 339-4884
- Employees
- 10
- Founded in
- 1991
- Industry
- Financial Services
Financials & Stats
Revenue
$20B
Who is World Trend Financial
World Trend Financial is an investment advisory firm based in Cedar Rapids, Iowa. Established in 1991, the company is independently owned and operated with a team of 10 employees. World Trend Financial specializes in providing investment management and financial planning services to both individuals and businesses. The firm's services encompass a wide range of financial needs, including investment management, individual retirement planning, retirement plans, estate planning, insurance analysis, education planning, family office services, portfolio analysis, and consulting. The company's close partnership with the accounting firm Terry Lockridge & Dunn offers clients a unique advantage by combining financial planning expertise with accounting insights. This collaborative approach aims to address all aspects of a client's financial needs comprehensively. World Trend Financial can be contacted through their website at worldtrendfps.com or by phone at (563)326‐2064. Securities are offered through Ausdal Financial Partners, Inc., located at 5187 Utica Ridge Rd, Davenport, IA 52807. World Trend Financial and Ausdal Financial Partners, Inc. are both members of FINRA/SIPC.
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