# PLAN2THRIVE FINANCIAL, LLC

PLAN2THRIVE FINANCIAL, LLC of ELDRIDGE, IA is an SEC-registered investment adviser.

## Registration

- CRD: 317005
- Type: SEC-registered investment adviser
- SEC file number: 801-132052
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Lee Reid | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Jodi R Reid | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317005/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317005/similar
- Related entities: https://search.stillhousedata.com/firm/317005/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317005

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.