Jodi Reid is a control person of Plan2Thrive Financial and directly owns between 50% and 75% of it.
Plan2Thrive Financial is an investment adviser based in Eldridge, IA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $148 million, as filed on 17 February 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7449080
- Firm
- Plan2Thrive Financial · CRD 317005
- Role
- Managing Partner
- In role since
- June 2021 · 5 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Eldridge, IA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jodi Reid work?
Jodi Reid has been Managing Partner of Plan2thrive Financial, LLC since June 2021, and is a control person of the firm.
How can I verify Jodi Reid’s record?
Jodi Reid’s role is listed on Plan2thrive Financial, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 317005.
