Catherine Louise Dunnam
Investment adviser representative at Planned Solutions, Inc.
23 yearsExperience
1 stateRegistered in
$671MFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Planned Solutions, Inc.May 2015 to now
- Smith, Robertson & JohnsonSep 2003 to now
- Securities Service Network, Inc.Sep 2007 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Planned Solutions, Inc.
Legal name: Planned Solutions Financial & Insurance Services, Inc.
$671MAssets managed
827Clients
8Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2308838
- Firm CRD
- 105052