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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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    Utilizing Your Health Savings Account to Pay Long-Term Care Premiums

    Nov 01, 2020

    The increasing cost of health care is likely top of mind as you consider retirement. A Health Savings Account can be a versatile tool to help you address these increasing costs of health care as you prepare for retirement.

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    Keep Your Retirement Nest Egg Golden

    Oct 01, 2020

    Retirement is on the horizon. You have saved for years and invested in a mix of stocks and bonds. You have garnered a healthy return. And though you often cringed when the market nosedived, you stood firm and resisted the temptation to panic. Now you want to retire, but you are wondering what are the risks?

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    Our 4 Core Beliefs of Investing

    Sep 01, 2020

    As a result of the economic shutdown, US stock markets fell dramatically in March. From its intraday high on February 19, 2020, the S&P 500 fell 35.6% to its intraday low on March 23, 2020. In a little over a month, the most widely followed US stock index lost over 1/3 of its value. Despite all of the ongoing problems and despite all of the headwinds facing our economy, the S&P 500 not only recovered the losses suffered, it closed with a new all-time high on August 24th. While seemingly unexplainable, we believe the recent market activity has reinforced several key beliefs.

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    Retire Early and Thrive Webcast September 9th

    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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Retire Early and Thrive!
September 2020 Webcast Recording

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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Jon Keller

Financial Representative Trainee

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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, CFP®

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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