PPrivate Fund Data Log in Join · $37/mo

Catherine Louise Dunnam

Chief Compliance OfficerPlanned Solutions Financial & Insurance Services, Inc.CRD 2308838

About Catherine Louise Dunnam

Catherine Louise Dunnam is listed as Chief Compliance Officer at Planned Solutions Financial & Insurance Services, Inc. in Folsom, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Planned Solutions Financial & Insurance Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Catherine Louise Dunnam work?

Catherine Louise Dunnam is listed as Chief Compliance Officer at Planned Solutions Financial & Insurance Services, Inc. on SEC Form ADV.

How much of Planned Solutions Financial & Insurance Services, Inc. does Catherine Louise Dunnam own?

Form ADV reports a beneficial ownership band of Under 5%.

Planned Solutions Financial & Insurance Services, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2014