Plan2Thrive Financial
Financial Services • 
Eldridge, Iowa, United States • 1-10 Employees
Company overview
| Headquarters | 220 W Davenport St, Eldridge, Iowa 52748, US |
| Phone number | +15633235790 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Finacial Planning |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Plan2Thrive Financial
Jeff Newburn
Owner
Plan2Thrive Financial Email Formats
Plan2Thrive Financial uses 2 email formats. The most common is {first initial} (e.g., j@plan2thrivefs.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@plan2thrivefs.com | 66.7% |
{first name} | john@plan2thrivefs.com | 33.3% |
About Plan2Thrive Financial
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
Plan2Thrive Financial revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Plan2Thrive Financial has never raised funding before.
Plan2Thrive Financial Tech Stack
Discover the technologies and tools that power Plan2Thrive Financial's digital infrastructure, from frameworks to analytics platforms.
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