AdFi
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Hannah Lynne Santa Cruz

Investment Adviser Representative at CORE PLANNING

Missoula, MTCRD #5947577Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MontanaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/17/2016
Series 66
Uniform Combined State Law Examination
Passed 9/30/2011
Series 7
General Securities Representative Examination
Passed 8/15/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

CORE Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PATHFINDER PLANNING AND INVESTMENTSCurrent
5/27/2026Missoula, MT
CORE PLANNINGCurrent
9/17/2025Missoula, MT
CHURCHILL MANAGEMENT GROUP
9/12/20229/17/2025Missoula, MT
FOCUS PARTNERS WEALTH, LLC
7/1/20259/8/2025Missoula, MT
INVESTMENT MANAGEMENT GROUP
9/13/20169/26/2022Missoula, MT
PEAK INVESTMENT MANAGEMENT, LTD
7/25/20139/13/2016Missoula, MT
AMERIPRISE FINANCIAL SERVICES, INC.
10/3/20117/22/2013Thompson Falls, MT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hannah Lynne Santa Cruz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Hannah Lynne Santa Cruz - Financial Advisor in Missoula, MT | AdvisorFinder