Hannah Lynne Santa Cruz

Employer firm

Pathfinder Planning And Investments CRD 159486

$122M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 01/2019
  Stockman Stockman Wealth Management
  Missoula, MT
• 01/2019 → 10/2021
  Stockman Wealth Management
  Missoula, MT
• 10/2021 → 09/2022
  Stockman Wealth Management
  Missoula, MT
• 09/2022 → 08/2025
  Churchill Management Group
  Los Angeles, CA
• 07/2025 → 08/2025
  Focus Partners Wealth
  Boston, MA
• 08/2025 → 08/2026
  Core Planning, Llc
  Ofallon, MO
• 03/2026 → Present
  Stewart & Associates Dba Pathfinder Planning And Investments
  Missoula, MT

Previous Registrations

• 2025-09-17 → 2026-08-20
  Core Planning
  Missoula, MT
  Ofallon, MO
• 2022-09-12 → 2025-09-17
  Churchill Management Group
  Missoula, MT
• 2025-07-01 → 2025-09-08
  Focus Partners Wealth, Llc
  Missoula, MT
• 2016-09-13 → 2022-09-26
  Investment Management Group
  Missoula, MT
• 2013-07-25 → 2016-09-13
  Peak Investment Management, Ltd
  Missoula, MT
• 2011-10-03 → 2013-07-22
  Ameriprise Financial Services, Llc
  Thompson Falls, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-17
• S66 Uniform Combined State Law Examination
  2011-09-30

Designations

• Certified Financial Planner

Other Names

• Hannah Lynne Swedberg
• Hannah L Santa Cruz