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Plan2thrive Financial

CRD 317005  ·  Eldridge, IA  ·  $147.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
317005
SEC number
801-132052
Firm type
RIA
Assets under management
$147.5M as of Feb 17, 2026
Website
www.plan2thrivefs.com ↗
Phone
563-323-5790
Address
220 W Davenport St, Eldridge, IA, 52748

Advisors at this firm

3 in our index · page 1 of 1

  • Amanda Sue KelleyCRD 7187503 · Eldridge, IA
    IA Registered
    Disclosure event(s) on record
  • Jeff D NewburnCRD 4326177 · Eldridge, IA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Patrick Lee ReidCRD 6218011 · Eldridge, IA
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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