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PLAN2THRIVE FINANCIAL

ELDRIDGE, IA · CRD 317005 · IAPD ↗ · plan2thrivefs.com · 563-323-5790

$147.5MRegulatory AUM
3Advisory reps
4Employees
7Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — PLAN2THRIVE FINANCIAL (ELDRIDGE, IA) is newly SEC-registered with $119.3M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.