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Jodi R Reid

Managing PartnerPlan2thrive Financial, LLCCRD 7449080

About Jodi R Reid

Jodi R Reid is listed as Managing Partner at Plan2thrive Financial, LLC in Eldridge, IA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Plan2thrive Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jodi R Reid work?

Jodi R Reid is listed as Managing Partner at Plan2thrive Financial, LLC on SEC Form ADV.

How much of Plan2thrive Financial, LLC does Jodi R Reid own?

Form ADV reports a beneficial ownership band of 50-75%.

Plan2thrive Financial, LLC

TitleManaging Partner
Ownership50-75%
Control personYes
Since2021