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PLAN2THRIVE FINANCIAL
PLAN2THRIVE FINANCIAL, LLC
CRD 317005 · SEC 801-132052
220 W DAVENPORT ST, ELDRIDGE, IA, 52748, United States
Phone
563-323-5790
Fax
563-323-5920
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.5M
Discretionary AUM
$136.3M
Team
4 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $56.4M |
| High net worth individuals | 25 | $72.2M |
| Pension/profit sharing plans | 3 | $11.2M |
| Charitable organizations | 20 | $7.8M |
States served
IL, IA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD