PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. of FOLSOM, CA is an SEC-registered investment adviser (CRD 105052). Regulatory assets under management: $671.0M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| 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 | — |