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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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    IRA Moves to Make

    Jun 01, 2022

    These days we need to do all we can to boost our retirement savings, and tax breaks can help. To build your individual retirement account and maximize your potential savings, consider these IRA moves.

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    Market Volatility

    May 06, 2022

    Given the recent market volatility, we want to take this opportunity to provide our perspective.

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    Review Financial Decisions When Interest Rates Change

    May 01, 2022

    Interest rates have begun to increase this year in response to inflation that is running at a 40-year high. How will you be affected?

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    Tim Terry Memorial Fund Established

    Feb 01, 2022

    Tim Terry had a love for music. He supported the arts financially and by attending events. In honor of Tim, Terry Lockridge & Dunn and World Trend Financial have seeded the Preucil School of Music Financial Aid Endowment Tim Terry Memorial Fund. This is an open memorial fund, so if you would like to donate to it, you may. Additional information can be obtained from the school’s website.

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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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Melissa Coker

Melissa Coker

Administrative Assistant

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Cindy Culler

Executive Assistant to the President

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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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Becky Sinks

Administrative Assistant

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Sarah Specht

Sarah Specht, CFP®

Investment Advisor Representative

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Tim Terry

Tim Terry

Founder, Deceased

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Kim Tucker

Finanacial Associate

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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