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Amanda Kelley

Advisor at Plan2Thrive Financial

Updated today
Plan2Thrive Financial logo

Firm

Plan2Thrive Financial

Location

Eldridge, IA 52748

Credentials

Series 65

Industry experience

1 year

Fee options

Fixed

Fixed fee for financial planning up to $5,000; ongoing planning fee up to $200 per month

Percentage

$0+: 0-0.0135% (0-1.35 basis points) for SEI Private Trust Company portfolio management fees $0+: 0-0.0135% (0-1.35 basis points) for Capital Group/American Funds portfolio management fees $0+: 0-0.0050% (0-0.50 basis points) for John Hancock pension consulting fees $0+: 0-1.50% for selection of other advisers fees (inclusive of P2TF standard fee plus third-party adviser fee)

Project-based

Up to $200 per hour for financial planning services

Work history

Plan2Thrive Financial, LLC

2025 - Present (1 year)

Plan2Thrive Financial Services

2019 - 2025 (6 years)

Department of Human Services

2007 - 2019 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner

Jake A

Series 66

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Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Military & Veterans Newlywed/Engaged Young Families

John T

Series 63, Series 66

Davenport, IA

Edward Jones

General retirement planning Wealth management

Amber O

Series 66

Davenport, IA

Merrill

Amber O'Brien is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients define their financial goals and develop personalized wealth management strategies that address individual priorities, risk tolerance, time horizons, and liquidity needs. Amber works with both individual and corporate clients on investment strategies, tax minimization, and retirement income planning. Amber holds a Bachelor's Degree from Illinois State University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a member of professional organizations such as Illinois State University Alumni and Iowa Women Lead Change. Beyond her professional work, Amber is involved in community organizations including ESRA (English Springer Rescue America), Riverbend Food Bank, and Rotary. Her personal interests include biking, boating, camping, cooking, gardening, golfing, hiking, music, swimming, and tennis.

Wealth management Retirement income strategy General retirement planning Income planning General tax planning

Cindy A

Series 63, Series 65

Davenport, IA

Merrill

Cindy Arter is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management, based in the Davenport, Iowa office since 1998. She provides personalized wealth management strategies tailored to each client’s unique financial goals and changing market conditions. Cindy’s expertise encompasses a wide range of financial services, including executive stock option analysis, 10b5-1 plans, retirement and education planning, estate planning, portfolio development, and tax minimization. Her client focus areas include corporate executive services, family wealth management, investment consulting for defined contribution plans, personal retirement planning, and portfolio management. Cindy holds a Bachelor’s degree in Finance from the University of Missouri and multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has built enduring client relationships by working one-on-one to develop financial strategies aimed at helping clients pursue their long-term goals. Residing in Bettendorf, Iowa, Cindy has two grown children and six grandchildren. Outside of her professional work, she enjoys cooking, gardening, traveling, and spending time with her family.

Wealth management 10b5-1 plan design College savings (529s, UTMA, etc.) General estate planning guidance Executive

Teresa H

Series 63, Series 66

Davenport, IA

Merrill

Teresa Hanser is a Senior Financial Advisor with Merrill Lynch Wealth Management. She collaborates closely with clients to develop personalized financial strategies that align with their long-term goals. Teresa's approach incorporates insights from Merrill alongside banking and lending solutions from Bank of America to address evolving market conditions and client needs. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Teresa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor of Science degree in Business Finance and Economics from Montana State University. Teresa participates in community service consistent with Merrill's commitment to community engagement. Outside of work, she enjoys gardening, hiking, pickleball, skiing, traveling, and spending time with her family.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy General retirement planning Retirement income strategy Women Professionals Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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