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.
View Top Employees from World Trend FinancialWebsite | http://www.worldtrendfps.com |
Revenue | $4.4 million |
Employees | 11 (11 on RocketReach) |
Founded | 1991 |
Address | 2225 Mormon Trek Blvd, Iowa City, Iowa 52246, US |
Phone | (319) 339-4884 |
Fax | (319) 362-4487 |
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Industry | Financial Services, Finance, Brokerage, Investment Banking |
Web Rank | 7 Million |
SIC | SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies |
Looking for a particular World Trend Financial employee's phone or email?
The World Trend Financial annual revenue was $4.4 million in 2024.
Donna Sanders is the Vice President of World Trend Financial.
11 people are employed at World Trend Financial.
World Trend Financial is based in Iowa City, Iowa.
The SIC codes for World Trend Financial are [621, 62, 6211].