WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
CRD #28289 SEC #801-68763 CEDAR RAPIDS, IA 319-364-3041
SEC Registered
Total AUM
$730.1M
Discretionary
$15.3M
Employees
16
Clients
--
Accounts
4,062
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIDSON, PATRICIA ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIDSON, PATRICIA ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIDSON, PATRICIA ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIDSON, PATRICIA ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIDSON, PATRICIA ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| JOHNSON, CATHERINE ANN | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| KUDA, SANDRA SUE | I | SECRETARY/TREASURER | NA | |
| MEAD, JEREMY SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| MEAD, JEREMY SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| MEAD, JEREMY SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| MEAD, JEREMY SCOTT | I | CHIEF INVESTMENT OFFICER | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| SANDERS, DONNA SUE | I | VICE PRESIDENT | NA | |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER | E | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER | E | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER | E | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER | E | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER | E | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | D | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | D | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER | D | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | C | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | C | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT OF FIRM BOARD | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| MEIBORG, TORY, ANDREW | I | OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY FAMILY IRREVOCABLE TRUST | DE | SHAREHOLDER | C | Control |
| TERRY FAMILY IRREVOCABLE TRUST | DE | SHAREHOLDER | C | Control |
| TERRY FAMILY IRREVOCABLE TRUST | DE | SHAREHOLDER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| TERRY, TIMOTHY FRANCISCUS | I | OWNER AND BOARD MEMBER | C | Control |
| DAVIDSON, PATRICIA ANN | I | OWNER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| HAVERBACK, BRADLEY, OWEN | I | VICE PRESIDENT | B | Control |
| MEIBORG, TORY ANDREW | I | OWNER AND PRESIDENT | B | Control |
| HAVERBACK, BRADLEY OWEN | I | VICE PRESIDENT | A | |
| HAVERBACK, BRADLEY OWEN | I | VICE PRESIDENT | A | |
| HAVERBACK, BRADLEY OWEN | I | VICE PRESIDENT | A | |
| HAVERBACK, BRADLEY OWEN | I | VICE PRESIDENT | A | |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| MYERS, ROBERT, MATTHEW | I | OWNER | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
| SANDERS, DONNA, SUE | I | VICE PRESIDENT | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Helle, Todd, J | I | TERRY FAMILY IRREVOCABLE TRUST | E | Control |
| Helle, Todd, J | I | TERRY FAMILY IRREVOCABLE TRUST | C | Control |
| Helle, Todd, J | I | TERRY FAMILY IRREVOCABLE TRUST | C | Control |
Registrations
Federal
IA
Jul 15, 2022 REGISTERED
Notice Filings (29)
AR AZ CA CO CT FL GA IA IL KS KY LA MA MD MI MN MO NC NE NH NJ NY OK OR PA SD TX UT WI
Address
221 THIRD AVENUE SESUITE 215
CEDAR RAPIDS, IA 52401
United States
Phone: 319-364-3041