Plan2thrive Financial

Plan2thrive Financial (CRD# 317005) is a financial advisory firm headquartered in Eldridge, IA. They manage $89,305,581 in 224 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
220 W Davenport St, Eldridge, IA 52748
https://www.plan2thrivefs.com/
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $398,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL, TX

Financial Advisors at Plan2thrive Financial
Showing 1 - 3 of 3 top financial advisors.
1
Jeff Newburn, financial advisor Eldridge IA
Jeff D. Newburn
CRD#: 4326177
220 W Davenport St, Eldridge, IA 52748

Jeff Newburn (CRD# 4326177) is an Investment Advisor Representative working at Plan2thrive Financial in Eldridge, IA and has over 23 years of experience in the finance industry.

2
Patrick Reid, financial advisor Eldridge IA
Patrick L. Reid
CRD#: 6218011
220 W Davenport St, Eldridge, IA 52748

Patrick Reid (CRD# 6218011) is an Investment Advisor Representative working at Plan2thrive Financial in Eldridge, IA and has over 10 years of experience in the finance industry.

3
Jakob Boley, financial advisor Eldridge IA
Jakob A. Boley
CRD#: 7561675
220 W Davenport St, Eldridge, IA 52748

Jakob Boley (CRD# 7561675) is an Investment Advisor Representative working at Plan2thrive Financial in Eldridge, IA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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