Chase Armer has been President of Planned Solutions Financial & Insurance Services since November 2013, is a control person of the firm and directly owns between 50% and 75% of it.
Planned Solutions Financial & Insurance Services, Inc. is a Folsom, CA firm with $671M under management, 827 clients and 6 advisers in one office, as of its April 2026 filing.
- Planned Solutions, Inc.Current– present · 24 yearsFolsom, CA · Adviser representative · Firm CRD 105052
Investment adviser representative registrations
Chase Armer is registered as an investment adviser representative in 9 states. The first approvals date from June 2002; the most recent is Colorado, in April 2026.
- CaliforniaSince 13 June 2002
- ColoradoSince 7 April 2026
- IdahoSince 28 July 2023
- LouisianaSince 28 July 2023
- NevadaSince 21 March 2019
- New MexicoSince 14 March 2019
- OregonSince 10 May 2016
- TexasSince 8 March 2016
- WashingtonSince 8 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 July 2001 |
| Series 7 | General Securities Representative Examination | 6 June 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chase W Armer
- CRD
- 4134404
- Firm
- Planned Solutions Financial & Insurance Services · CRD 105052
- Role
- President
- Office
- 1130 IRON POINT ROAD, SUITE 170, Folsom, CA 95630
- Registration
- Investment adviser registration
- In the industry since
- June 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Chase Armer work?
Chase Armer has been President of Planned Solutions Financial & Insurance Services, Inc. since November 2013, and is a control person of the firm.
Is Chase Armer a financial advisor?
Yes. Chase Armer has a current investment-adviser registration in California, Colorado, Idaho, Louisiana, Nevada, New Mexico, Oregon, Texas and Washington, through Planned Solutions Financial & Insurance Services since June 2002.
How many years of experience does Chase Armer have?
Chase Armer has 25 years in the financial industry, since June 2001, across 1 adviser firm.
What exams has Chase Armer passed?
Chase Armer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2001. FINRA credited Chase Armer with the SIE, which began in October 2018.
Where is Chase Armer based?
Chase Armer’s registered office is in Folsom, CA.
Is Chase Armer registered with FINRA?
No. Chase Armer has no current broker registration.
How can I verify Chase Armer’s record?
Search CRD 4134404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Armer’s full registration record.