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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-10-04 |
Branch Locations
221 3Rd Ave Se Suite 215, Cedar Rapids, IA 52401 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Trend Fncl Plan Serv,Ltd. | Cedar Rapids | IA | 08/1997 | 09/2022 |
| Ausdal Financial Partners, Inc | Davenport | IA | 09/2018 | 09/2022 |
| Savant Wealth Management | Rockford | IL | 10/2022 | 11/2024 |
| Savant Wealth Management | Rockford | IL | 11/2024 | Present |
MAXWELL MEIBORG FOUNDATION; NON INVESTMENT RELATED; CEDAR RAPIDS, IA; 502(C) 3 CHARITY; CO-FOUNDER; ACTIVITY BEGAN 09/2006; I DEVOTE APPX 5 HOURS PER MONTH WITH NONE OF THOSE HOURS DURING TRADING TO THIS ACTIVITY; RAISE MONEY FOR CHILDREN'S CHARITIES, PRIMARILY MAKE A WISH OF IOWA. TLD-WT LLC; INVESTMENT RELATED; CEDAR RAPIDS, IA; OWN REAL ESTATE BLDG; CO-OWNER; ACTIVITY BEGAN 06/2008; I DEVOTE NO HOURS TO THIS ACTIVITY; CO-OWN A BUILDING THAT HOUSES WORLD TREND OFFICES. COTTAGE GROVE PLACE; NON-INVESTMENT RELATED; CEDAR RAPIDS, IA; COMMUNITY-BASED NON PROFIT ORGANIZATION COMMITTED TO SERVING SENIORS; BOARD OF TRUSTEE MEMBER; ACTIVITY BEGAN 10/2019; I DEVOTE LESS THAN ONE HOUR PER MONTH TO THIS ACTIVITY WITH NONE DURING TRADING HOURS; AS A BOARD MEMBER WE APPROVE LARGE CAPITAL IMPROVEMENTS TO THE PROPERTY. CEDAR RAPIDS SCOTTISH RITE; NON INVESTMENT RELATED; CEDAR RAPIDS, IA;FRATERNAL, NOT FOR PROFIT ORGANIZATION; FINANCIAL MANAGER;ACTIVITY TO BEGIN 05/2020; I DEVOTE APPX 2 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; I WORK WITH THE ACCOUNTANT AND BOOKKEEPER TO ASSURE TIMELY FINANCIAL REPORTING AND ASSIST WITH FILING OF TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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