# WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

WORLD TREND FINANCIAL PLANNING SERVICES, LTD. of CEDAR RAPIDS, IA is an SEC-registered investment adviser.

## Registration

- CRD: 28289
- Type: SEC-registered investment adviser
- SEC file number: 801-68763
- Location: 221 THIRD AVENUE SE, SUITE 215, CEDAR RAPIDS, IA, 52401
- Phone: 319-364-3041
- Latest filing: 2022-07-15
- Regulatory AUM: $730.1M
- Discretionary AUM: $15.3M
- Non-discretionary AUM: $714.8M
- Clients: 16
- Accounts: 4,062

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/28289/brochure
- Similar advisers: https://search.stillhousedata.com/firm/28289/similar
- Related entities: https://search.stillhousedata.com/firm/28289/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/28289

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.