Matthew Young has been an investment adviser representative at Planned Solutions Financial & Insurance Services since September 2026, and is not listed among the firm’s executive officers or direct owners.
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 · under a yearFolsom, CA · Adviser representative · Firm CRD 105052
Investment adviser representative registrations
Matthew Young is registered as an investment adviser representative in California, since September 2026.
- CaliforniaSince 1 September 2026
Examinations
No examinations are on Matthew Young’s record.
- Full name
- Matthew Giovanni Young
- CRD
- 8336000
- Firm
- Planned Solutions Financial & Insurance Services · CRD 105052
- Office
- 1130 IRON POINT ROAD #170, Folsom, CA 95630-8310
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Young work?
Matthew Young is an investment adviser representative registered through Planned Solutions Financial & Insurance Services, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Young a financial advisor?
Yes. Matthew Young has a current investment-adviser registration in California, through Planned Solutions Financial & Insurance Services since September 2026.
How many years of experience does Matthew Young have?
Matthew Young has 0 years in the financial industry, since August 2026, across 1 adviser firm.
Where is Matthew Young based?
Matthew Young’s registered office is in Folsom, CA.
Is Matthew Young registered with FINRA?
No. Matthew Young has no current broker registration.
How can I verify Matthew Young’s record?
Search CRD 8336000 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Young’s full registration record.