Planned Solutions Financial & Insurance Services Inc
Legal Name: PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
Full Contact Details
Planned Solutions Financial & Insurance Services Inc
1130 IRON POINT ROAD #170, FOLSOM, CA
916-361-0100
916-361-0191
Other Info
Planned Solutions Financial & Insurance Services Inc, a California corporation, boasts a team of 9 professionals, 6 of which are financial advisors. It was officially approved by the U.S. Securities and Exchange Commission on November 25, 1988, and we have no data on the number of clients it has served so far.
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Direct Owners
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CATHERINE LOUISE DUNNAM
CHIEF COMPLIANCE OFFICER owns less than 5%
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CHASE W ARMER
PRESIDENT owns 75% or more
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JOEL ROBERT RANSFORD
FINANCIAL PLANNER owns more than 10% but less than 25%
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SHANNON MICHAEL DRUIVENGA
DIRECTOR OF CLIENT SERVICES owns more than 10% but less than 25%