Chase W Armer
Investment adviser representative at Planned Solutions, Inc.
16 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$671MFirm assets
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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
16 years in the industry.
- Planned Solutions, Inc.Jun 2002 to now
- Securities Service Network Inc.May 2002 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 9 states (CA, CO, ID, LA, NM, NV, OR, TX, WA).
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
- 4134404
- Firm CRD
- 105052