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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

CRD 28289

CEDAR RAPIDS, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5a6a830-ef5e-cbd0-3358-fe0bae73d504

Data as of Jul 15, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 14
On other graphs: 0
Observed: Mar 29, 2012 to Jul 15, 2022
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $730MItem 5.F on the latest filing (2022-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $15.3M
Private client RAUM: $717MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4,062
Individual clients: 1,263
High net worth clients: 67
Custody, client assets: $514M
SEC number: 801-68763
CRD: 28289
Filings on the tape: 27
First filed: Mar 29, 2012
Latest filed: Jul 15, 2022
Organised: Corporation, Iowa

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HAVERBACK, BRADLEY, OWEN	VICE PRESIDENT	C	yes	01/2018	Jan 30, 2017	Jul 15, 2022
MEIBORG, TORY, ANDREW	OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER	D	yes	12/2012	Mar 7, 2013	Jul 15, 2022
MYERS, ROBERT, MATTHEW	Owner	A	yes	01/2019	Mar 27, 2019	Jul 15, 2022
SANDERS, DONNA, SUE	VICE PRESIDENT	A	yes	01/2019	Feb 19, 2014	Jul 15, 2022
JOHNSON, CATHERINE ANN	CHIEF ADMINISTRATIVE OFFICER	Na	no	06/2010	Mar 13, 2014	Jul 15, 2022
KUDA, SANDRA SUE	SECRETARY/TREASURER	Na	no	01/2002	Feb 19, 2014	Jul 15, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
IOWA CITY	Ia	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 3, 2022	$730M	$15.3M	16	9	1	n/a	n/a
2020	Mar 25, 2021	$620M	$0	11	10	1	n/a	n/a
2019	Mar 4, 2020	$546M	$0	9	8	1	n/a	n/a
2018	Mar 27, 2019	$449M	$0	9	9	2	n/a	n/a
2017	Mar 28, 2018	$482M	$0	8	8	2	n/a	n/a
2016	Jan 30, 2017	$394M	$0	8	6	n/a	n/a	n/a
2015	Feb 24, 2016	$333M	$0	7	6	n/a	n/a	n/a
2014	Feb 11, 2015	$342M	$0	8	8	n/a	n/a	n/a
2013	Feb 19, 2014	$301M	$0	7	7	n/a	n/a	n/a
2012	Mar 7, 2013	$234M	$0	7	6	n/a	n/a	n/a
2011	Mar 29, 2012	$135M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$730M	$620M	17.8%	$449M	17.6%	16	11	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAVANT WEALTH MANAGEMENT	8	Dec 31, 2022	Oct 4, 2022	CEDAR RAPIDS, IA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (4)

← MEIBORG, TORY, ANDREWOwnerOWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 7, 2013 to presentfactForm ADV
← MYERS, ROBERT, MATTHEWOwnerOWNER, ownership code A, individual
Mar 27, 2019 to presentfactForm ADV
← SANDERS, DONNA, SUEOwnerVICE PRESIDENT, ownership code A, individual
Feb 19, 2014 to presentfactForm ADV
← HAVERBACK, BRADLEY, OWENOwnerVICE PRESIDENT, ownership code C, individual
Jan 30, 2017 to presentfactForm ADV

Owns (2)

← KUDA, SANDRA SUEOwnerSECRETARY/TREASURER, ownership code NA, individual
Feb 19, 2014 to presentfactForm ADV
← JOHNSON, CATHERINE ANNOwnerCHIEF ADMINISTRATIVE OFFICER, ownership code NA, individual
Mar 13, 2014 to presentfactForm ADV

Registered with (11)

← TORY ANDREW MEIBORGAdvisorregistration: previous registration
Aug 6, 2001 to Dec 31, 2022factForm ADV
← ROBERT MATTHEW MYERSAdvisorregistration: previous registration
Jul 17, 2008 to Dec 31, 2022factForm ADV
← DONNA SUE SANDERSAdvisorregistration: previous registration
Sep 19, 2008 to Dec 31, 2022factForm ADV
← BRADLEY OWEN HAVERBACKAdvisorregistration: previous registration
Apr 12, 2011 to Dec 31, 2022factForm ADV
← Sarah Anne NolteAdvisorregistration: previous registration
Dec 17, 2018 to Dec 31, 2022factForm ADV
← MICHAEL WILLIAM RUSSAdvisorregistration: previous registration
Sep 23, 2013 to Dec 31, 2022factForm ADV
← Sarah Beth SpechtAdvisorregistration: previous registration
Jun 20, 2017 to Dec 31, 2022factForm ADV
← David Clare GruberAdvisorregistration: previous registration
Jun 22, 2017 to Dec 31, 2022factForm ADV
← KENNETH C. KINCADEAdvisorregistration: previous registration
Nov 13, 2012 to Dec 31, 2019factForm ADV
← PATRICK SHIHADY CAMPBELLAdvisorregistration: previous registration
Jun 2, 2009 to May 10, 2012factForm ADV
← GABE A ROHWEDDERAdvisorregistration: previous registration
Jun 10, 2008 to Oct 23, 2008factForm ADV

Moved with (1)

→ SAVANT WEALTH MANAGEMENTRegistered adviser8 advisors, firm absorbed, same day
Dec 31, 2022 to Oct 4, 2022factForm ADV

Dated events

Occurred
Dec 31, 2022
Firm absorbed
World Trend Financial Planning Services, LTD.'s advisors moved to Savant Wealth Management (Cedar Rapids, IA): 8 of 8 registered, on the same day
Form ADVobserved 4 days ago
8 advisors
Occurred
Dec 31, 2022
Advisor changed firm
David Clare Gruber left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Sarah Anne Nolte left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Tory Andrew Meiborg left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Michael William Russ left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Robert Matthew Myers left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Donna Sue Sanders left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Bradley Owen Haverback left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Sarah Beth Specht left World Trend Financial Planning Services, Ltd. for Savant Wealth Management (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Jun 24, 2022
Control person left
J Todd Helle (Trustee) no longer on Schedule A of World Trend Financial Planning Services, Ltd. (listed 2022-03-04, absent 2022-06-24)
Form ADVobserved 4 days ago
Occurred
Nov 12, 2021
Control person left
Timothy Franciscus Terry (Owner And Board Member) no longer on Schedule A of World Trend Financial Planning Services, Ltd. (listed 2021-09-14, absent 2021-11-12)
Form ADVobserved 4 days ago
Occurred
Nov 12, 2021
Control person joined
J Todd Helle (Trustee) appeared on Schedule A of World Trend Financial Planning Services, Ltd.
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Control person joined
Matthew Robert Myers (Owner) appeared on Schedule A of World Trend Financial Planning Services, Ltd.
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Control person left
Patricia Ann Davidson (Owner, Chief Compliance Officer And Chairman Of The Board) no longer on Schedule A of World Trend Financial Planning Services, Ltd. (listed 2018-03-28, absent 2019-03-27)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5a6a830-ef5e-cbd0-3358-fe0bae73d504
First observed: Mar 29, 2012
Last observed: Jul 15, 2022 50 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

CRD 28289

CEDAR RAPIDS, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5a6a830-ef5e-cbd0-3358-fe0bae73d504

Data as of Jul 15, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HAVERBACK, BRADLEY, OWEN

VICE PRESIDENT

yes

01/2018

Jan 30, 2017

Jul 15, 2022

MEIBORG, TORY, ANDREW

OWNER, PRESIDENT OF FIRM BOARD, CHIEF COMPLIANCE OFFICER

yes

12/2012

Mar 7, 2013

Jul 15, 2022

MYERS, ROBERT, MATTHEW

Owner

yes

01/2019

Mar 27, 2019

Jul 15, 2022

SANDERS, DONNA, SUE

VICE PRESIDENT

yes

01/2019

Feb 19, 2014

Jul 15, 2022

JOHNSON, CATHERINE ANN

CHIEF ADMINISTRATIVE OFFICER

06/2010

Mar 13, 2014

Jul 15, 2022

KUDA, SANDRA SUE

SECRETARY/TREASURER

01/2002

Feb 19, 2014

Jul 15, 2022

City

State

Country

Employees

Also broker-dealer

IOWA CITY

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 3, 2022

$730M

$15.3M

n/a

2020

Mar 25, 2021

$620M

n/a

2019

Mar 4, 2020

$546M

n/a

2018

Mar 27, 2019

$449M

n/a

2017

Mar 28, 2018

$482M

n/a

2016

Jan 30, 2017

$394M

n/a

2015

Feb 24, 2016

$333M

n/a

2014

Feb 11, 2015

$342M

n/a

2013

Feb 19, 2014

$301M

n/a

2012

Mar 7, 2013

$234M

n/a

2011

Mar 29, 2012

$135M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$730M

$620M

17.8%

$449M

17.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAVANT WEALTH MANAGEMENT

Dec 31, 2022

Oct 4, 2022

CEDAR RAPIDS, IA

Firm absorbed

RIA to RIA

100.0%