World Trend Financial Planning Services Ltd
Legal Name: WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
Full Contact Details
World Trend Financial Planning Services Ltd
221 THIRD AVENUE SE SUITE 215, CEDAR RAPIDS, IA
319-364-3041
319-364-4296
Other Info
World Trend Financial Planning Services Ltd, also known as WORLD TREND FINANCIAL PLANNING SERVICES, LTD., is an IA Corporation with 9 employees, all of whom hold advisory roles. The number of clients it serves is unknown. Its SEC status is currently listed as Approved and it was registered on Feb 14, 2008.
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Direct Owners
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BRADLEY OWEN HAVERBACK
VICE PRESIDENT owns more than 10% but less than 25%
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CATHERINE ANN JOHNSON
CHIEF ADMINISTRATIVE OFFICER owns less than 5%
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DONNA SUE SANDERS
VICE PRESIDENT owns more than 5% but less than 10%
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ROBERT MATTHEW MYERS
OWNER owns more than 5% but less than 10%
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SANDRA SUE KUDA
SECRETARY/TREASURER owns less than 5%
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TIMOTHY FRANCISCUS TERRY
OWNER AND BOARD MEMBER owns more than 25% but less than 50%
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TORY ANDREW MEIBORG
OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%