PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
SEC file number 801-33162
· FOLSOM, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$468.2M
Discretionary AUM
$467.7M
Employees
10
Clients
14
Firm
- Address
- 1130 IRON POINT ROAD #170
FOLSOM, CA 95630-8310 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Later Than Planned Syndicate LLC Low name-match confidence · CIK 2073672 · CA
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Later Than Planned Syndicate LLC · D · Jun 23, 2025$350K