World Trend Financial and Terry Lockridge & Dunn Acquired by Savant Wealth Management

Simmons Perrine Moyer Bergman congratulates the owners and officers of World Trend Financial and Terry Lockridge & Dunn on their successful completion of the transactions with Savant Wealth Management. 

Having offices in Cedar Rapids and Iowa City, World Trend Financial and Terry Lockridge & Dunn will add 37 employees to Savant Wealth Management, including 13 who will become member-owners. Savant is headquartered in Rockford, IL and with this new partnership, will operate 24 office locations in eight states. 

“We’re excited to expand our already robust Midwest presence into Iowa, and are thrilled to add this talented team to our roster,” said Brent R. Brodeski, CPA, CFP®, CFA®, MBA, founder and CEO of Savant said in a statement. “A key part of our growth strategy includes attracting strong firms with top-tier talent that can help add value immediately. World Trend Financial is a key wealth management player in Iowa, and Terry Lockridge & Dunn will immediately help to strengthen our tax and consulting offering to our wealth and business owner clients.”

The team at Simmons Perrine Moyer Bergman including Randy Scholer and Zachary Parle appreciate the opportunity to assist World Trend Financial and Terry Lockridge & Dunn with the transactions.

Read more about the transaction in a Savant press release and in the Cedar Rapids Gazette.

About Savant Wealth Management.

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Simmons Perrine Moyer Bergman PLC is a full service law firm with locations in Cedar Rapids and Coralville, Iowa. For more information, visit spmblaw.com.