Catherine Louise Dunnam
Chief Compliance OfficerPlanned Solutions Financial & Insurance Services, Inc.CRD 2308838
About Catherine Louise Dunnam
Catherine Louise Dunnam is listed as Chief Compliance Officer at Planned Solutions Financial & Insurance Services, Inc. in Folsom, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Planned Solutions Financial & Insurance Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Catherine Louise Dunnam work?
Catherine Louise Dunnam is listed as Chief Compliance Officer at Planned Solutions Financial & Insurance Services, Inc. on SEC Form ADV.
How much of Planned Solutions Financial & Insurance Services, Inc. does Catherine Louise Dunnam own?
Form ADV reports a beneficial ownership band of Under 5%.
Planned Solutions Financial & Insurance Services, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2014 |