Joel Ransford has been Financial Planner of Planned Solutions Financial & Insurance Services since June 2016, is a control person of the firm and directly owns between 5% and 10% 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 · 11 yearsFolsom, CA · Adviser representative · Firm CRD 105052
Investment adviser representative registrations
Joel Ransford is registered as an investment adviser representative in California, since September 2015.
- CaliforniaSince 9 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 September 2015 |
| Series 7 | General Securities Representative Examination | 5 February 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joel Robert Ransford
- CRD
- 6030434
- Firm
- Planned Solutions Financial & Insurance Services · CRD 105052
- Role
- Financial Planner
- Office
- 1130 IRON POINT ROAD #170, Folsom, CA 95630-8310
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Ransford work?
Joel Ransford has been Financial Planner of Planned Solutions Financial & Insurance Services, Inc. since June 2016, and is a control person of the firm.
Is Joel Ransford a financial advisor?
Yes. Joel Ransford has a current investment-adviser registration in California, through Planned Solutions Financial & Insurance Services since September 2015.
How many years of experience does Joel Ransford have?
Joel Ransford has 11 years in the financial industry, since February 2015, across 1 adviser firm.
What exams has Joel Ransford passed?
Joel Ransford has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2015. FINRA credited Joel Ransford with the SIE, which began in October 2018.
Where is Joel Ransford based?
Joel Ransford’s registered office is in Folsom, CA.
Is Joel Ransford registered with FINRA?
No. Joel Ransford has no current broker registration.
How can I verify Joel Ransford’s record?
Search CRD 6030434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Ransford’s full registration record.