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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).
Reported data analysis
What the numbers show
Between June 12, 2025 and February 17, 2026, reported AUM increased 23.7%, from $119.3M to $147.5M.
Of the latest reported AUM, 92.4% is discretionary and 7.6% is non-discretionary.
The firm reports 3 advisory representatives and 252 clients, or 84 clients per representative. That equates to $585.5K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Plan2thrive Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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