# PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.

PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. of FOLSOM, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105052
- Type: SEC-registered investment adviser
- SEC file number: 801-33162
- Location: 1130 IRON POINT ROAD #170, FOLSOM, CA, 95630-8310
- Phone: 916-361-0100
- Latest filing: 2026-04-02
- Regulatory AUM: $671.0M
- Discretionary AUM: $662.9M
- Non-discretionary AUM: $8.1M
- Clients: 11
- Accounts: 2,282

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Chase W Armer | PRESIDENT | — |
| Catherine Louise Dunnam | CHIEF COMPLIANCE OFFICER | — |
| Shannon Michael Druivenga | DIRECTOR OF CLIENT SERVICES | — |
| Joel Robert Ransford | FINANCIAL PLANNER | — |
| Daryl William Wong | FINANCIAL PLANNER | — |
| SMITH ROGER T | CHIEF COMPLIANCE OFFICER; DIRECTOR; PRESIDENT | — |
| ARMER CHASE W | PRESIDENT; STOCKHOLDER; VICE PRESIDENT | — |
| WONG WILLIAM | FINANCIAL PLANNER | — |
| WOOD HARLAN DOW | VICE PRESIDENT; VICE-PRESIDENT | — |
| DUNNAM CATHERINE LOUISE | CHIEF COMPLIANCE OFFICER | — |
| DRUIVENGA SHANNON MICHAEL | DIRECTOR OF CLIENT SERVICES | — |
| RANSFORD JOEL ROBERT | FINANCIAL PLANNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105052/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105052/similar
- Related entities: https://search.stillhousedata.com/firm/105052/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105052

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.