Shannon Druivenga has been Director of Client Services 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
Shannon Druivenga is registered as an investment adviser representative in California, since July 2023.
- CaliforniaSince 28 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 September 2015 |
| Series 7 | General Securities Representative Examination | 21 November 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shannon Michael Druivenga
- CRD
- 4354559
- Firm
- Planned Solutions Financial & Insurance Services · CRD 105052
- Role
- Director of Client Services
- Office
- 1130 IRON POINT ROAD #170, Folsom, CA 95630-8310
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Shannon Druivenga work?
Shannon Druivenga has been Director of Client Services of Planned Solutions Financial & Insurance Services, Inc. since June 2016, and is a control person of the firm.
Is Shannon Druivenga a financial advisor?
Yes. Shannon Druivenga has a current investment-adviser registration in California, through Planned Solutions Financial & Insurance Services since July 2023.
How many years of experience does Shannon Druivenga have?
Shannon Druivenga has 18 years in the financial industry, since November 2007, across 1 adviser firm.
What exams has Shannon Druivenga passed?
Shannon Druivenga has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2007. FINRA credited Shannon Druivenga with the SIE, which began in October 2018.
Where is Shannon Druivenga based?
Shannon Druivenga’s registered office is in Folsom, CA.
Is Shannon Druivenga registered with FINRA?
No. Shannon Druivenga has no current broker registration.
How can I verify Shannon Druivenga’s record?
Search CRD 4354559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shannon Druivenga’s full registration record.