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Catherine Louise Dunnam

PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.·FOLSOM, California
Unclaimed Profile
1130 IRON POINT ROAD #170, FOLSOM, CA 95630-8310CRD# 2308838Firm CRD# 105052
01

About

Catherine Louise Dunnam is a registered financial advisor based in FOLSOM, California, affiliated with PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
PLANNED SOLUTIONS, INC.
AUM
$468M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2308838
Firm CRD# 105052
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Catherine Louise Dunnam offer?
Catherine Louise Dunnam specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.
What are Catherine Louise Dunnam's credentials?
Catherine Louise Dunnam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Louise Dunnam located?
Catherine Louise Dunnam is based in FOLSOM, California, working with PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does Catherine Louise Dunnam charge for services?
Catherine Louise Dunnam's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.?
PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. has approximately 10 employees and manages $468M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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