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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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    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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    Five Sound Money Tips

    Jan 01, 2022

    Creating a sound financial foundation for you and your family is anything but easy. With low interest rates as an incentive to borrow more and even lower interest rates on savings accounts is it any wonder that it is tough to retain the discipline to save? Here are five thoughts that may help.

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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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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, Deceased

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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