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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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    Do You Know IRMAA?

    Jun 01, 2021

    If you are under age 65, or have never helped anyone with their Medicare enrollment, you have not yet met IRMAA. IRMAA is short for Income-Related Monthly Adjustment Amount.

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    Large Retirement Account Balances Can Cause Social Security Tax Problems – Steps To Take

    Jun 01, 2021

    Building a nest egg and holding a majority of your assets in your retirement accounts as long as possible may seem like a good idea; but waiting longer than you need to start taking distributions can also cause a tax problem.

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    Higher Taxes May Be In Your Future

    May 01, 2021

    There is little question the tides are moving towards a higher tax environment with multiple trillion-dollar spending bills, a new administration, and deficits as far as the eye can see. Instead of feeling helpless, here is a quick look at what might be on the horizon and some thoughts on how to be prepared.

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    World Trend Celebrates 30 Years

    Mar 01, 2021

    Celebrating 30 years!

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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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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

Financial Associate

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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