Jodi R Reid
Managing PartnerPlan2thrive Financial, LLCCRD 7449080
About Jodi R Reid
Jodi R Reid is listed as Managing Partner at Plan2thrive Financial, LLC in Eldridge, IA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Plan2thrive Financial, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jodi R Reid work?
Jodi R Reid is listed as Managing Partner at Plan2thrive Financial, LLC on SEC Form ADV.
How much of Plan2thrive Financial, LLC does Jodi R Reid own?
Form ADV reports a beneficial ownership band of 50-75%.
Plan2thrive Financial, LLC
| Title | Managing Partner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |