Hannah Lynne Santa Cruz
Investment Adviser Representative at CORE Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Hannah Lynne Santa Cruz is an investment adviser representative with CORE Planning in Missoula, MT, where they have been registered since 2025. They have worked in the securities industry since 2011 and have been registered with 6 firms, including Churchill Management Group and Focus Partners Wealth, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Montana and Texas.
Registrations & licenses
- Investment adviser:
- Montana, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stockman Stockman Wealth ManagementSep 2016 – Jan 2019Missoula, MT
- Stockman Wealth ManagementJan 2019 – Oct 2021Missoula, MT
- Stockman Wealth ManagementOct 2021 – Sep 2022Missoula, MT
- Churchill Management GroupSep 2022 – Aug 2025Los Angeles, CA
- Focus Partners WealthJul 2025 – Aug 2025Boston, MA
- Core Planning, LLCAug 2025 – Aug 2026Ofallon, MO
- Stewart & Associates DBA Pathfinder Planning and InvestmentsMar 2026 – no end date reportedMissoula, MT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CORE Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 63
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Ofallon, MO
- SEC file number:
- 801-131950
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at CORE Planning
Showing 12 of 63 in the directory
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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.
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