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Managing Partner · Plan2thrive Financial

Jodi R Reid

CRD 7449080 · Named on Form ADV at one SEC-registered adviser

At a glance

Plan2thrive Financial, an SEC-registered wealth manager based in Eldridge, IA with $148 million in regulatory assets, lists Jodi R Reid on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Jodi’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Patrick L. ReidManaging Partner & Chief Compliance Officer, Plan2thrive Financial

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jodi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.