World Trend Financial

  • Financial Services
  • Cedar Rapids IA
  • 10 employees
  • Financial Services
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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
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Financials & Stats

Revenue

$20B

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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.

Company Leadership

Patricia Davidson

Chairman/Partner

Phone Email

World Trend Financial Industry Tags

Investment Management
Retirement Planning
Retirement Plans
Estate Planning
Financial Services
Financial Advisory Services
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FAQ

What is the location of World Trend Financial's headquarters?
The headquarters of World Trend Financial are situated at 221 3rd Ave SE, Suite 215, Cedar Rapids IA
What is World Trend Financial's phone number?
World Trend Financial's contact number is (319) 339-4884.
What is World Trend Financial's official website?
The official website of World Trend Financial can be found at worldtrendfps.com.
What is World Trend Financial's current revenue?
As of October 2016, World Trend Financial's annual revenue reached $20B.
How many employees does World Trend Financial currently have?
World Trend Financial employs approximately 10+ people as of October 2016
Which industries is World Trend Financial primarily operating in?
World Trend Financial operates in the following industries: Finance, Credit
Who is the Chairman/Partner of World Trend Financial?
World Trend Financial's Chairman/Partner is Patricia Davidson
What are World Trend Financial's industry tags?
World Trend Financial's industry tags include: Investment Management, Retirement Planning, Retirement Plans
When was World Trend Financial founded?
World Trend Financial was founded in 1991.

Employee Directory

Key Employees

Donna Sanders

Vice President

Phone Email