Jeff D Newburn

Current Employers

Employment History

• 10/2010 → Present
  Lpl Financial, Llc
  San Diego, CA
• 10/2010 → Present
  Plan2Thrive Financial Services, Llc
  Davenport, IA
• 12/2021 → Present
  Plan2Thrive Financial, Llc
  Davenport, IA

Previous Registrations

• 2010-09-30 → 2021-12-31
  Lpl Financial Llc
  Davenport, IA
  San Diego, CA
  Davenport, IA
  Laramie, WY
• 2010-10-01 → 2021-12-31
  Plan2Thrive Financial Services
  Davenport, IA
• 2007-01-12 → 2010-10-01
  Securian Financial Services, Inc.
  West Des Moines, IA
  Davenport, IA

Other Businesses

1. 09/30/2010: REAL ESTATE RENTAL - SPARROW THICKET INVESTMENTS, LLC - OWN WAREHOUSE AND OFFICE BUILDING IN CEDAR RAPIDS, IA. - 1% OF TIME 2. 09/30/2010: DBA ONLY - PLAN2THRIVE FINANCIAL SERVICES - SELL FIXED LIFE, LONG TERM CARE, DISABILITY AND HEALTH INSURANCE. - DAVENPORT, IA. 3. 11/17/2010: REGISTERED INVESTMENT ADVISOR - PLAN2THRIVE FINANCIAL SERVICES, LLC - FINANCIAL PLANNING RIA. - TIME SPENT 10% - DAVENPORT, IA. 4. 02/28/2013: Plan2Thrive Life Coaching - Life Coach - NOT INV REL - At Reported Business Location(s) - 15% Time Spent - life coach 5. 10/13/2015 * True Wealth Stewardship * DBA for LPL Business (entity for LPL business) * True Wealth Stewardship * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 01/01/2016 * 0 HRS DURING SECS TRDG HRS. 6. 02/24/2016 * Plan2Thrive Financial Services, LLC dba True Wealth Stewardship * Registered Investment Advisor * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 01/01/2016 * TIME SPENT 10% 7. 03/14/2016 * True Wealth Stewardship * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 03/15/16 * 160 HRS/MO; 80 HRS/MO DURING SECS TRDG HRS. 8. 5/7/2018 - Plan2Thrive, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/18/2016 - 0 Hours Per Month. 9. 5/6/2020 - Plan2Thrive Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/05/2020 - 160 Hours Per Month/30 Hours During Securities Trading. 10. 5/12/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 05/05/2020 - 1 Hour Per Month During Securities Trading - Notary with the State of Wyoming.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-11
• S63 Uniform Securities Agent State Law Examination
  2001-01-03

Designations

Other Names

• Jeff Newburn