PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
Legal name: PLANNED SOLUTIONS, INC.
CRD #105052 SEC #801-33162 FOLSOM, CA 916-361-0100
SEC Registered
Total AUM
$540M
Discretionary
$539.4M
Employees
10
Clients
101
Accounts
2,126
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNNAM, CATHERINE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | DIRECTOR | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, ROGER, T | I | PRESIDENT | E | Control |
| SMITH, ROGER, T | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ARMER, CHASE, W | I | PRESIDENT | D | Control |
| ARMER, CHASE, W | I | PRESIDENT | D | Control |
| SMITH, ROGER, T | I | PRESIDENT | D | Control |
| SMITH, ROGER, T | I | PRESIDENT | D | Control |
| SMITH, ROGER, T | I | PRESIDENT | D | Control |
| WOOD, HARLAN, DOW | I | VICE PRESIDENT | D | Control |
| WOOD, HARLAN, DOW | I | VICE-PRESIDENT | D | Control |
| WOOD, HARLAN, DOW | I | VICE-PRESIDENT | D | Control |
| WOOD, HARLAN, DOW | I | VICE-PRESIDENT | D | Control |
| WOOD, HARLAN, DOW | I | VICE-PRESIDENT | C | Control |
| ARMER, CHASE, W | I | VICE PRESIDENT | B | Control |
| ARMER, CHASE, W | I | PRESIDENT | B | Control |
| ARMER, CHASE, W | I | VICE PRESIDENT | B | Control |
| ARMER, CHASE, W | I | VICE PRESIDENT | B | Control |
| ARMER, CHASE, W | I | VICE PRESIDENT | B | Control |
| ARMER, CHASE, W | I | VICE PRESIDENT | B | Control |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | B | |
| WONG, DARYL, WILLIAM | I | FINANCIAL PLANNER | B | Control |
| WONG, DARYL, WILLIAM | I | FINANCIAL PLANNER | B | Control |
| WONG, DARYL, WILLIAM | I | FINANCIAL PLANNER | B | Control |
| WONG, DARYL, WILLIAM | I | FINANCIAL PLANNER | B | Control |
| ARMER, CHASE, W | I | STOCKHOLDER | A | |
| ARMER, CHASE, W | I | STOCKHOLDER | A | |
| ARMER, CHASE, W | I | STOCKHOLDER | A | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | A | |
| DRUIVENGA, SHANNON, MICHAEL | I | DIRECTOR OF CLIENT SERVICES | A | Control |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | A | |
| RANSFORD, JOEL, ROBERT | I | FINANCIAL PLANNER | A | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (14)
AK AZ CA CO ID LA MT NH NM NV OR TX VA WA
Address
1130 IRON POINT ROAD #170FOLSOM, CA 95630-8310
United States
Phone: 916-361-0100