What departments does Plan2Thrive Financial have?

Plan2Thrive Financial has employees across 2 departments including Operations, Finance.

What is the largest department at Plan2Thrive Financial?

The largest department at Plan2Thrive Financial is Operations with 2 employees.

Where are Plan2Thrive Financial employees located globally?

Plan2Thrive Financial has employees across 1 continents and 1 countries including United States Of America.

How has Plan2Thrive Financial's team size changed over time?

Plan2Thrive Financial's team has remained stable from approximately 4 to 4 employees based on available data.

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Plan2Thrive Financial Employee Directory

Financial ServicesIowa, United States2-10 Employees

Financial planning is the process of working toward your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement.

Financial planning offered through Plan2Thrive Financial Services, a registered investment advisor and a separate entity (from LPL Financial). 
For a list of states in which I am/we are registered to do business, please visit www.brokercheck.finra.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

Securities are offered through LPL Financial, Member of SPIC. www.spic.org

Find Plan2Thrive Financial employees' phone numbers or email addresses

Plan2Thrive Financial Global Highlights

North America
7

United States Of America
7

Plan2Thrive Financial's Leadership

J. N.
Owner
Mobile Phone
Email
E. M.
Operations Manager
Mobile Phone
Email
P. R.
Investment Advisor
Mobile Phone
Email
A. C.
Operations Associate
Mobile Phone
Email
S. M.
Client Services Associate
Mobile Phone
Email

Plan2Thrive Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Plan2Thrive Financial

Name

Title

Contact Info

Location

Last Update

J. N.
Owner
Mobile Phone
Email
United StatesIowa
Nov 16, 2025
E. M.
Operations Manager
Mobile Phone
Email
Jan 05, 2026
P. R.
Investment Advisor
Mobile Phone
Email
United StatesIowa
Mar 24, 2026
A. C.
Operations Associate
Mobile Phone
Email
United States
Aug 11, 2025
S. M.
Client Services Associate
Mobile Phone
Email
United StatesIowa
Oct 26, 2025

Frequently Asked Questions

What is Plan2Thrive Financial known for?

Plan2Thrive Financial was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 220 West Davenport Street Eldridge, Iowa 52748 United States; you can contact the main corporate office by phone at

+1-563-323-****

. Explore Plan2Thrive Financial's company overview page for more information.

What is Plan2Thrive Financial's most common email format?

Plan2Thrive Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Plan2Thrive Financial email formats with LeadIQ.

How many employees does Plan2Thrive Financial have currently?

Plan2Thrive Financial has approximately 4 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Plan2Thrive Financial's key employees and leadership?

As of March 2026, Plan2Thrive Financial's key employees include:

Owner: J. N.
Operations Manager: E. M.
Investment Advisor: P. R.
Operations Associate: A. C.
Client Services Associate: S. M.

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