Best Investors Account Sign in
Inactive

Amanda Sue Kelley

Plan2Thrive Financial

Eldridge, IA

Claim This Profile
Current Employers
Plan2Thrive Financial

220 W Davenport St, Eldridge, IA 52748 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-04
IA RA APPROVED 2025-01-31
  • IL RA
    APPROVED
    Since 2025-02-04
  • IA RA
    APPROVED
    Since 2025-01-31

Branch Locations

220 W Davenport St, Eldridge, IA 52748 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Department Of Human Services Davenport IA 08/2007 10/2019
Plan2Thrive Financial Services Eldridge IA 10/2019 01/2025
Plan2Thrive Financial, Llc Eldridge IA 01/2025 Present
  • 08/2007 → 10/2019
    Department Of Human Services
    Davenport, IA
  • 10/2019 → 01/2025
    Plan2Thrive Financial Services
    Eldridge, IA
  • 01/2025 → Present
    Plan2Thrive Financial, Llc
    Eldridge, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-21
  • S65 Uniform Investment Adviser Law Examination
    2024-12-21
Other Names
  • Amanda S Ballard
  • Amanda Kelley

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
ABUNDANCE FINANCIAL COACHING, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALPHASTAR CAPITAL MANAGEMENT
NATIONS FINANCIAL GROUP, INC.
INVESTMENT CONSULTING GROUP INC

Other Investors

NOLAN BARRY VOSLER
David Lee Schnorrenberg
JEFF D NEWBURN
PATRICK LEE REID
JOSEPH WILLIAM CHAMBERS
DENNIS DANIEL DUFFY
Victor Anthony Veprauskas
RYAN MICHAEL DENMAN

Other Offices

LPL FINANCIAL LLC · ELDRIDGE, IA
EDWARD JONES · ELDRIDGE, IA
WELLS FARGO CLEARING SERVICES, LLC · DAVENPORT, IA
ABUNDANCE FINANCIAL COACHING, LLC · DAVENPORT, IA
EDWARD JONES · DAVENPORT, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Davenport, IA
ALPHASTAR CAPITAL MANAGEMENT · Davenport, IA
EDWARD JONES · DAVENPORT, IA

More in Eldridge, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor