| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Louise Dunnam Control | Chief Compliance Officer | Under 5% | 2014 |
| Chase W Armer Control | President | 50-75% | 2013 |
| Daryl William Wong Control | Financial Planner | 10-25% | 2022 |
Planned Solutions Financial & Insurance Services, Inc. reports $540 million in regulatory assets under management on its Form ADV.
Planned Solutions Financial & Insurance Services, Inc. reports 10 employees.
Planned Solutions Financial & Insurance Services, Inc. is based in Folsom, CA and has been SEC-registered since 1988.
Planned Solutions Financial & Insurance Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1130 Iron Point Road #170, Folsom, CA 95630-8310 |
| Phone | 916-361-0100 |
| Fax | 916-361-0191 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1831332 |
| Discloses disciplinary history | No |
| Discretionary | $539.4M |
| Non-discretionary | $576K |
| Total (RAUM) | $540M |