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- Custodian
- American Funds · John Hancock · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2021
- Office Locations
- 1
Office Locations
About Plan2thrive Financial
Plan2Thrive Financial is an Eldridge, IA RIA focused on co-creating personalized retirement and wealth plans that clients can understand, built for confidence and clarity beyond account balances. The firm serves individuals and business owners/entrepreneurs with financial, tax, estate and insurance planning plus portfolio construction, using mutual funds/ETFs and fixed income; it also supports socially responsible strategies. Known for holistic retirement readiness (financial, physical and mental).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Jodi R Reid
Investment Advisor, Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
PATRICK LEE REID
Chief Compliance Officer, Managing Partner
- CRD
- #6218011
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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AMANDA SUE KELLEY
--
- CRD
- #7187503
JEFF D NEWBURN
Owner
- CRD
- #4326177
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,331,449 | $178,678 |
| Non-Discretionary | $11,214,697 | $3,738,232 |
| Total | $147,546,146 | $192,619 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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