| Name | Title | Ownership | Since |
|---|---|---|---|
| Jodi R Reid Control | Managing Partner | 50-75% | 2021 |
| Patrick Lee Reid Control | Managing Partner & Chief Compliance Officer | 50-75% | 2021 |
Plan2thrive Financial, LLC reports $119.3 million in regulatory assets under management on its Form ADV.
Plan2thrive Financial, LLC reports 6 employees.
Plan2thrive Financial, LLC is based in Eldridge, IA and has been SEC-registered since 2025.
Plan2thrive Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 220 W Davenport St, Eldridge, IA 52748 |
| Phone | 563-323-5790 |
| Fax | 563-323-5920 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $109.9M |
| Non-discretionary | $9.3M |
| Total (RAUM) | $119.3M |