PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.

PLANNED SOLUTIONS, INC.
FOLSOM, California·6 registered advisors·CRD# 105052
SEC# 801-331620916-361-0100
01

Firm Overview

AUM
$468M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.

6 registered advisors
Catherine Louise Dunnam
FOLSOM, California
Chase W Armer
FOLSOM, California
Daryl William Wong
FOLSOM, California
Joel Robert Ransford
FOLSOM, California
Roger T Smith
FOLSOM, California
Shannon Michael Druivenga
FOLSOM, California
05

Office Locations

FOLSOM, California
6 advisors

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Data sourced from SEC Form ADV filings. PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. (CRD# 105052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.