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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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    5 Steps to Review Your Beneficiary Designations

    Nov 01, 2019| by

    Are your beneficiary designations up to date? Do you even know which accounts have beneficiaries and whom you have designated? It is easy to lose track. But it is important to keep them current. Here is why, plus a few steps to manage your review process.

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    Free Application for Federal Student Aid (FAFSA®) Process is Open!

    Oct 01, 2019| by

    The Free Application for Federal Student Aid (FAFSA) is the first step in the financial aid process for college. You use the FAFSA form to apply for federal student aid, such as grants, work-study, and loans. In addition, most states and colleges use information from the FAFSA form to award nonfederal aid.

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    Make a Wish Contribution

    Oct 01, 2019| by

    Several years ago, Tory and Kara Meiborg established a foundation in their son Max’s name to provide a Make a Wish trip to a child who is facing challenging medical issues.

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    Medicare Open Enrollment – Changes Coming for 2020

    Oct 01, 2019| by

    Every year, Medicare’s open enrollment period is October 15 - December 7, for coverage that is effective January 1st. Medicare health and drug plans can make changes each year—things like cost, coverage, and which providers and pharmacies are in their networks. October 15 to December 7 is when all people with Medicare can change their Medicare health plans and prescription drug coverage for the following year to better meet their needs.

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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

Financial Representative Trainee

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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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