PLAN2THRIVE FINANCIAL, LLC

PLAN2THRIVE FINANCIAL, LLC of ELDRIDGE, IA is an SEC-registered investment adviser (CRD 317005). Regulatory assets under management: $147.5M.

Registration

• CRD: 317005
• SEC file number: 801-132052
• Type: Registered investment adviser
• Location: 220 W DAVENPORT ST, ELDRIDGE, IA, 52748
• Phone: 563-323-5790
• Latest filing: 2026-02-17
• Regulatory AUM: $147.5M
• Discretionary AUM: $136.3M
• Non-discretionary AUM: $11.2M
• Clients: 4
• Accounts: 766

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search