Patrick Lee Reid
Managing Partner & Chief Compliance OfficerPlan2thrive Financial, LLCCRD 6218011
About Patrick Lee Reid
Patrick Lee Reid is listed as Managing Partner & Chief Compliance Officer 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 Patrick Lee Reid work?
Patrick Lee Reid is listed as Managing Partner & Chief Compliance Officer at Plan2thrive Financial, LLC on SEC Form ADV.
How much of Plan2thrive Financial, LLC does Patrick Lee Reid own?
Form ADV reports a beneficial ownership band of 50-75%.
Plan2thrive Financial, LLC
| Title | Managing Partner & Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |