Planned Solutions, Inc.
Planned Solutions, Inc. (CRD# 105052) is a financial advisory firm headquartered in Folsom, CA. They manage $468,240,700 in 2,021 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management468MILLION
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Total Number of Accounts2,021ACCOUNTS
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Average Account Value$231,688
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, ID, LA, NM, NV, OR, TX, WA
Chase Armer (CRD# 4134404) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 22 years of experience in the finance industry.
Shannon Druivenga (CRD# 4354559) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 8 years of experience in the finance industry.
Catherine Dunnam (CRD# 2308838) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 8 years of experience in the finance industry.
Scott McIntyre (CRD# 1341534) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 15 years of experience in the finance industry.
Joel Ransford (CRD# 6030434) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 8 years of experience in the finance industry.
Daryl Wong (CRD# 5004221) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 14 years of experience in the finance industry.