Patrick Reid has been Managing Partner & Chief Compliance Officer of Plan2Thrive Financial since June 2021, is a control person of the firm and directly owns between 50% and 75% of it.
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.
Patrick Reid is Senior Financial Advisor of Plan2Thrive Financial, which he founded. He has over 12 years of experience and specializes in comprehensive retirement planning and wealth management strategies.
Patrick Reid’s longest registration was 4 years at LPL Financial LLC (2017–2021). Before joining Plan2Thrive Financial in 2021, Patrick Reid was registered through Plan2thrive Financial Services and LPL Financial LLC.
- Plan2thrive FinancialCurrent– present · 4 yearsEldridge, IA · Adviser representative · Firm CRD 317005
- Plan2thrive Financial Services– · 4 yearsDavenport, IA · Adviser representative · Firm CRD 155015
- LPL Financial LLC– · 4 yearsDavenport, IA · Adviser representative · Firm CRD 6413
- Eagle Strategies LLC– · under a yearDavenport, IA · Adviser representative · Firm CRD 110826
Professional designations
Listed by Plan2Thrive Financial
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Patrick Reid is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2021; the most recent is Illinois, in October 2026.
- IllinoisSince 16 October 2026
- IowaSince 16 November 2021
- TexasResidentSince 6 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 May 2016 |
| Series 7 | General Securities Representative Examination | 17 December 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 July 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patrick Lee Reid
- CRD
- 6218011
- Firm
- Plan2Thrive Financial · CRD 317005
- Role
- Managing Partner & Chief Compliance Officer
- Office
- 220 W DAVENPORT ST, Eldridge, IA 52748
- Registration
- Investment adviser registration
- In the industry since
- July 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- plan2thrivefs.com
Where does Patrick Reid work?
Patrick Reid has been Managing Partner & Chief Compliance Officer of Plan2thrive Financial, LLC since June 2021, and is a control person of the firm.
Is Patrick Reid a financial advisor?
Yes. Patrick Reid has a current investment-adviser registration in Illinois, Iowa and Texas, through Plan2Thrive Financial since November 2021.
How many years of experience does Patrick Reid have?
Patrick Reid has 13 years in the financial industry, since July 2013, across 4 adviser firms.
What exams has Patrick Reid passed?
Patrick Reid has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in July 2013. FINRA credited Patrick Reid with the SIE, which began in October 2018.
Where did Patrick Reid work before Plan2Thrive Financial?
Before Plan2Thrive Financial, Patrick Reid was registered through Eagle Strategies LLC, June 2016 to January 2017.
Where is Patrick Reid based?
Patrick Reid’s registered office is in Eldridge, IA.
Is Patrick Reid registered with FINRA?
No. Patrick Reid has no current broker registration.
How can I verify Patrick Reid’s record?
Search CRD 6218011 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Reid’s full registration record.