Jeff Newburn
Jeff Newburn is a CFP-designated registered investment advisor at Plan2thrive Financial, based in Eldridge, IA, with 25 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 245 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan2Thrive Financial uses SEI Private Trust Company and Capital Group/American Funds for portfolio management. The fees range from 0% to 1.35% of the value of your portfolio. These fees are negotiable.
Location
220 W Davenport St, Eldridge, IA, 52748
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2018Other Business ActivitiesSells Insurance
Jeff owns a warehouse and office building through Sparrow Thicket Investments, LLC, dedicating minimal time. He also operates Plan2Thrive Financial Services, selling fixed life, long-term care, disability, and health insurance, and Plan2Thrive Financial Services, LLC as a registered investment advisor, each taking about 10% of his time, and is a life coach with Plan2Thrive Life Coaching, taking about 10-20% of his time. He also has several DBAs for his LPL business and is a notary.
Employment History
Current Registrations
Plan2thrive Financial
Previous Registrations
Plan2thrive Financial Services
LPL Financial LLCBroker
LPL Financial LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nylife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.