PLAN2THRIVE FINANCIAL, LLC
Legal name: PLAN2THRIVE FINANCIAL
CRD #317005 SEC #801-132052 ELDRIDGE, IA 563-323-5790
SEC Registered
Total AUM
$119.3M
Discretionary
$109.9M
Employees
6
Clients
101
Accounts
243
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REID, PATRICK, LEE | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| REID, PATRICK, LEE | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| REID, PATRICK, LEE | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| REID, PATRICK, LEE | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| REID, PATRICK, LEE | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| REID, PATRICK, LEE | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| REID, PATRICK, LEE | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| REID, PATRICK, LEE | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| Reid, Jodi, R | I | MANAGING PARTNER | D | Control |
| Reid, Jodi, R | I | MANAGING PARTNER | D | Control |
| Reid, Jodi, R | I | MANAGING PARTNER | D | Control |
| Reid, Jodi, R | I | MANAGING PARTNER | D | Control |
| Reid, Jodi, R | I | MANAGING PARTNER | D | Control |
| Reid, Jodi, R | I | MANAGING PARTNER | D | Control |
| Reid, Jodi, R | I | MANAGING PARTNER | D | Control |
| Reid, Jodi, R | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Jun 12, 2025 REGISTERED
Notice Filings (4)
IA IL NE TX
Address
220 W DAVENPORT STELDRIDGE, IA 52748
United States
Phone: 563-323-5790