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Tag: Tim Terry

Savant Wealth Management is expanding its footprint to Iowa by acquiriing World Trend FinaSAVANT WEALTH MANAGEMENT

World Trend Financial, TLD acquired by Illinois wealth group

Savant Wealth Management, a nationally recognized, fee-only registered investment adviser, has acquired World Trend Financial and Terry  Lockridge & Dunn, both located in Cedar...

Is new ‘Best Interest’ standard better for investment sales?

By Dave DeWitte dave@corridorbusiness.com Broker-dealers in the securities industry face a new layer of regulation from the Securities and Exchange Commission this month aimed at protecting...

Photos: 2018 90 Ideas in 90 Minutes

Terry, Lockridge & Dunn plans move to Town Center

By Dave DeWitte dave@corridorbusiness.com CEDAR RAPIDS—Terry, Lockridge & Dunn and World Trend Financial plan to leave their 38-year home in the Dows Building this fall for...

Mason: stay the course

Guest Editorial By Tim Terry Observing Gov. Terry Branstad, and his surrogate, State Board of Regents President Craig Lang’s, unveiled attempts to poison the well of...

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