Chase W. Armer
PLANNED SOLUTIONS
FOLSOM, CA 95630
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CRD#: 4134404
Professional summary
Chase W Armer, CFP® is a registered financial advisor currently at PLANNED SOLUTIONS, INC. located in Folsom, California.
Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Chase has worked at 3 firms and has passed the Series 66, SIE and Series 7 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, 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)
CRS (Client Relationship Summary) - RIA
Click below to view Chase W Armer's 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®
Start date: 2004
Experience
Current
June 13, 2002 - Present
PLANNED SOLUTIONS, INC.
Office #1: 1130 Iron Point Road, Suite 170, Folsom, CA 95630RIA
CRD#: 105052
FOLSOM, CA
Past
May 16, 2002 - April 27, 2018
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
FOLSOM, CA
Past
June 7, 2001 - May 15, 2002
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
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".
PS
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(6/13/2002)
IAR
Idaho(7/28/2023)
IAR
Louisiana(7/28/2023)
IAR
Nevada(3/21/2019)
IAR
New Mexico(3/14/2019)
IAR
Oregon(5/10/2016)
IAR
Texas(3/8/2016)
IAR
Washington(3/8/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PS
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)Upgrade to AdvisorCheck Premium
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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
10
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,126 |
| AUM (Assets Under Management) | $ 540,020,062 |
Red Flags
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Company Information
PLANNED SOLUTIONS, INC.
CRD#: 105052Folsom, CA 95630TRUST BUT VERIFY
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