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Planned Solutions, Inc. CRD 105052
$671M regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-07 |
| ID | RA | APPROVED | 2023-07-28 |
| LA | RA | APPROVED | 2023-07-28 |
| NV | RA | APPROVED | 2019-03-21 |
| NM | RA | APPROVED | 2019-03-14 |
| OR | RA | APPROVED | 2016-05-10 |
| TX | RA | APPROVED | 2016-03-08 |
| WA | RA | APPROVED | 2016-03-08 |
| CA | RA | APPROVED | 2002-06-13 |
Branch Locations
1130 Iron Point Road, Suite 170, Folsom, CA 95630 • United States
1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network Inc. | Folsom | CA | 05/2002 | 04/2018 |
| Planned Solutions, Inc. | Folsom | CA | 06/2002 | Present |
1. Planned Solutions, INC. - 1130 Iron Point Road, Suite 170, Folsom, CA 95630 - Private Corp - IAR OF RIA - 12/26/1999 - 100 HR/MO/TRD HRS - Provide Research, Prepare Tax Returns, Prepare and Present Retirement Projections and Financial Plans. - Investment Related (IR) 2. SMITH , ROBERTSON, & JOHNSON INSURANCE SERVICE, INC - 1130 Iron Point Road, Suite 170, Folsom, CA 95630 - Private Corp - Insurance Service Agent - 12/26/1999 - 5 HR/MO/TRD HRS - Prepare Insurance Reviews - Non-Investment Related (NIR) 3. Rental real estate - 6528 Rio Oso Drive, Rancho Murieta, CA 95682 - Sole Prop - My wife and I manage one single family home rental that we own - 5/18/12 - 0 HR/MO/TRD HRS - Collect rent, Pay bills, and maintain properties. (NIR) 4. Rancho Cordova Rotary - PO BOX 215 Rancho Cordova, CA 95741 - July 2014 start date - (NIR) - President of the Rancho Cordova Rotary Club Foundation - Schedule and run quarterly meetings for the foundation, determine which service projects to fund, solicit donations to grow the foundation, engage in foundation administration including overseeing the foundation's finances and investments. - NON-PROFIT - 1 HRS MO TRADING 5. Rancho Murieta Men's Golf Club Treasurer - 7000 Alameda Dr., Rancho Murieta CA 95683. Requires up to 8 hours / month. (NIR)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-23 |
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