Amanda Kelley has been an investment adviser representative at Plan2Thrive Financial since January 2025, and is not listed among the firm’s executive officers or direct owners.
Plan2thrive Financial, LLC is an Eldridge, IA firm with $148M under management, 245 clients and 3 advisers in one office, as of its February 2026 filing.
- Plan2thrive FinancialCurrent– present · 1 yearEldridge, IA · Adviser representative · Firm CRD 317005
Investment adviser representative registrations
Amanda Kelley is registered as an investment adviser representative in 2 states. The first approvals date from January 2025; the most recent is Illinois, in February 2025.
- IllinoisSince 4 February 2025
- IowaSince 31 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amanda Sue Kelley
- CRD
- 7187503
- Firm
- Plan2Thrive Financial · CRD 317005
- Office
- 220 W DAVENPORT ST, Eldridge, IA 52748
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Kelley work?
Amanda Kelley is an investment adviser representative registered through Plan2thrive Financial, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Amanda Kelley a financial advisor?
Yes. Amanda Kelley has a current investment-adviser registration in Illinois and Iowa, through Plan2Thrive Financial since January 2025.
How many years of experience does Amanda Kelley have?
Amanda Kelley has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Amanda Kelley passed?
Amanda Kelley passed the Series 65 in December 2024.
Where is Amanda Kelley based?
Amanda Kelley’s registered office is in Eldridge, IA.
Is Amanda Kelley registered with FINRA?
No. Amanda Kelley has no current broker registration.
How can I verify Amanda Kelley’s record?
Search CRD 7187503 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Kelley’s full registration record.
