President · Planned Solutions, Inc.
Chase W Armer
CRD 4134404 · Named on Form ADV at one SEC-registered adviser
At a glance
Planned Solutions, Inc., an SEC-registered wealth manager based in Folsom, CA with $671 million in regulatory assets, lists Chase W Armer on its Form ADV as President, a control person.
Firms and roles
- Planned Solutions, Inc.PresidentWealth manager · Folsom, CA · $671M in regulatory assets
AtlasMembers
Chase’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Catherine L. DunnamChief Compliance Officer, Planned Solutions, Inc.
- Shannon M. DruivengaDirector of Client Services, Planned Solutions, Inc.
- Joel R. RansfordFinancial Planner, Planned Solutions, Inc.
- Daryl W. WongFinancial Planner, Planned Solutions, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chase’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.