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Patrick Lee Reid

Managing Partner & Chief Compliance OfficerPlan2thrive Financial, LLCCRD 6218011

About Patrick Lee Reid

Patrick Lee Reid is listed as Managing Partner & Chief Compliance Officer 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 Patrick Lee Reid work?

Patrick Lee Reid is listed as Managing Partner & Chief Compliance Officer at Plan2thrive Financial, LLC on SEC Form ADV.

How much of Plan2thrive Financial, LLC does Patrick Lee Reid own?

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

Plan2thrive Financial, LLC

TitleManaging Partner & Chief Compliance Officer
Ownership50-75%
Control personYes
Since2021
View Plan2thrive Financial, LLC →