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PROACTIVE, NOT REACTIVE

We will "look around the corner" to see what lies ahead.

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Wealth Building Advisors

Real People. Real Financial Strategies. Real Results

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Award Winning Services

Corridor Business Journal Fastest Growing Companies Honoree 5 times.

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Recent News

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    Retire Early and Thrive Webcast August 13

    Aug 01, 2020

    Have you contemplated retirement? Ever wonder if you are prepared to move into the next phase of your life? How will you know if you are financially ready to retire?

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    Should You Skip 2020 Required Minimum Distributions?

    Jun 01, 2020

    Are there situations, however, where you may want to still take a distribution from your retirement account? Here are some tips for deciding whether you should forgo an RMD or if it might be better to take one.

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    Your 529 Plan and School Refunds

    Jun 01, 2020

    Did you use 529 funds to pay for tuition or room and board at a college, or qualifying K-12 institution, for the 2020 Winter/Spring semester? Many of these educational facilities will be issuing partial refunds soon due to sending students off campus for online only instruction in March.

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    Navigating a Market Like No Other

    Apr 02, 2020

    We are here for you. We will continue to plan for your well-being, manage your portfolios, and provide you with guidance through these unprecedented times. We understand the uncertainty suddenly imposed on all communities by this coronavirus and we will continue to provide you with the highest level of service during these times.

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Working With an Advisor

Broker Check

World Trend Financial offers investment advisory services.

Securities 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.

Meet Our Team

Our team is dedicated to providing you the best accountant and business consulation.

Kristina Adams

Kristina Adams

Client Specialist

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Diane Altschwager

Diane Altschwager

Financial Assistant

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Lorene Cervenka

Lorene Cervenka

Administrative Assistant to the President

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Melissa Coker

Melissa Coker

Administrative Assistant

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David Gruber

David Gruber

Investment Advisor Representative

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Brad Haverback

Brad Haverback, CFP®

Vice President, Partner

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Ethan Howard

Ethan Howard

Investment Advisor Representative

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Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer

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Sandy Kuda

Sandy Kuda

Secretary / Treasurer

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Tory Meiborg

Tory Meiborg

President, Partner

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Rob Myers

Rob Myers, CFP®

Investment Advisor Representative

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Kathi Nelsen

Kathi Nelson

Financial Associate

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Sarah Nolte

Sarah Nolte, CFP®

Investment Advisor Representative

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Mike Russ

Mike Russ

Investment Advisor Representative

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Donna Sanders

Donna Sanders

Vice President

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Becky Shanahan

Becky Shanahan

Financial Associate

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Sarah Specht

Sarah Specht

Investment Advisor Representative

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Tim Terry

Tim Terry

Founder, Partner

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Jody Thies

Jody Thies

Administrative Assistant

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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