Scott F. Mcintyre

PLANNED SOLUTIONS

Folsom, CA 95630-8310

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CRD#: 1341534

Professional summary

Scott Foster Mcintyre, CFP® is a registered financial advisor currently at PLANNED SOLUTIONS, INC. located in Folsom, California.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Scott has worked at 6 firms and has passed the Series 65, Series 66, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) PLANNED SOLUTIONS - 1130 IRON POINT ROAD, SUITE 170, FOLSOM, CA. 95630 - PRIV CORP - IAR - 10/1/2008 - 60 HR/MO/TRD HRS - Investment Advisor Representative - meet with clients, prepare investment recommendations, work on financial planning projects 2) Santa Fe Botanical Garden - 715 Camino Lejo, Santa Fe, NM 87505 - 12/2016 start date - NIR - Board Member (Member of the board of directors) - Attend board meetings, provide guidance and oversight of the Botanical Garden operations - 0 hrs/mo trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Foster Mcintyre's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

July 26, 2011 - Present

PLANNED SOLUTIONS, INC.

Office #1: 1130 Iron Point Road #170, Folsom, CA 95630-8310

RIA

CRD#: 105052

Folsom, CA

Past

October 21, 2008 - April 27, 2018

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

FOLSOM, CA

Past

January 23, 2007 - August 21, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

December 8, 2003 - August 22, 2007

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CRD#: 43261

EL DORADO HILLS, CA

Past

March 7, 2002 - June 30, 2003

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

LOS ANGELES, CA

Past

October 7, 1985 - October 23, 1989

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PLANNED SOLUTIONS, INC.

PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. | PLANNED SOLUTIONS, INC.

CRD#: 105052 / SEC#: 801-33162

RIA

Registered Investment Advisory firm - (11/25/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/12/2011)

IAR

New Mexico
(9/22/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/20/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/6/2002

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/19/2002

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PLANNED SOLUTIONS, INC.

PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. | PLANNED SOLUTIONS, INC.

CRD#: 105052 / SEC#: 801-33162

RIA

Registered Investment Advisory firm - (11/25/1988 Approved)

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Contact information

Main Address

1130 Iron Point Road #170, Folsom, CA 95630-8310

Mailing Address

Phone number

(916) 361-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 3.2025 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	2,126
AUM (Assets Under Management)	$ 540,020,062

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott F. Mcintyre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Foster Mcintyre's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES SERVICE NETWORK, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CAPITAL CLIENT GROUP, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

PLANNED SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2011

Series 66

Date: 11/20/2008

SIE

Date: 4/27/2018

Series 7

Date: 6/2/2009

Series 6

Date: 3/6/2002

Series 26

Date: 4/19/2002

Current Firm

PLANNED SOLUTIONS, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PLANNED SOLUTIONS, INC.

TRUST BUT VERIFY

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