WORLD TREND FINANCIAL PLANNING SERVICES, LTD. of CEDAR RAPIDS, IA is an SEC-registered investment adviser (CRD 28289). Regulatory assets under management: $730.1M.
| Name | Role | Location |
|---|---|---|
| JOHNSON LYNDA ANN | CHIEF ADMINISTRATIVE OFFICER | — |
| DAVIDSON JANE ANN | CHIEF COMPLIANCE OFFICER; OWNER AND CHIEF COMPLIANCE OFFICER; OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | — |
| MEAD EDWARD SCOTT | CHIEF INVESTMENT OFFICER | — |
| TERRY TIMOTHY FRANCISCUS | OWNER; OWNER AND BOARD MEMBER | — |
| SANDERS DONNA SUE | VICE PRESIDENT | — |
| MEIBORG TORY ANDREW | OWNER AND PRESIDENT; OWNER AND PRESIDENT OF FIRM BOARD; OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER | — |
| KUDA SANDRA SUE | SECRETARY/TREASURER | — |
| HAVERBACK BRADLEY OWEN | VICE PRESIDENT | — |
| MYERS ROBERT MATTHEW | OWNER | — |
| Helle Todd J | TRUSTEE | — |