Planned Solutions, Inc.

CRD 105052 · Folsom, CA · $671.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105052
SEC number: 801-33162
Firm type: RIA
Assets under management: $671.0M as of Apr 2, 2026
Website: www.plannedsolutions.com ↗
Phone: 916-361-0100
Address: 1130 Iron Point Road #170, Folsom, CA, 95630-8310

Advisors at this firm

6 in our index · page 1 of 1

Chase W ArmerCRD 4134404 · Folsom, CA

IA RegisteredRegistration inactive
Shannon Michael DruivengaCRD 4354559 · Folsom, CA

IA RegisteredRegistration inactive
Catherine Louise DunnamCRD 2308838 · Folsom, CA

IA RegisteredRegistration inactive
Scott Foster McintyreCRD 1341534 · Folsom, CA

IA RegisteredRegistration inactive
Joel Robert RansfordCRD 6030434 · Folsom, CA

IA RegisteredRegistration inactive
Daryl William WongCRD 5004221 · Folsom, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 105052 ↗ FINRA BrokerCheck record for firm CRD 105052 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.