Patrick Reid is a registered investment advisor at Plan2thrive Financial, based in Eldridge, IA, with 12 years of industry experience. Patrick 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is involved in several outside business activities. He is a life coach with Plan2Thrive, taking a few hours per week, and owns Plumb Line Properties LLC (a real estate holding company) and The Vault Coffee & Cafe LLC, dedicating minimal time to each.
Employment History
Current Registrations
Plan2thrive Financial
Previous Registrations
Plan2thrive Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
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.