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Inactive

Hannah Lynne Santa Cruz

Pathfinder Planning And Investments

Missoula, MT

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Current Employers
Pathfinder Planning And Investments

27 Fort Missoula Rd. Suite 1, Missoula, MT 59804 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-05-27
TX RA APPROVED 2026-05-27
  • MT RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

27 Fort Missoula Rd. Suite 1, Missoula, MT 59804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stockman Stockman Wealth Management Missoula MT 09/2016 01/2019
Stockman Wealth Management Missoula MT 01/2019 10/2021
Stockman Wealth Management Missoula MT 10/2021 09/2022
Churchill Management Group Los Angeles CA 09/2022 08/2025
Focus Partners Wealth Boston MA 07/2025 08/2025
Core Planning, Llc Ofallon MO 08/2025 08/2026
Stewart & Associates Dba Pathfinder Planning And Investments Missoula MT 03/2026 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-17
S66 Uniform Combined State Law Examination 2011-09-30
  • S65 Uniform Investment Adviser Law Examination
    2016-11-17
  • S66 Uniform Combined State Law Examination
    2011-09-30
Designations
Other Names
  • Hannah Lynne Swedberg
  • Hannah L Santa Cruz

View on SEC IAPD

Other Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Other Investors

Holli Wayne Bellaire
DONNA ROSEANN EVISON
JEFFERY WILLIAM EVISON
Susan E Thomas
JARED LEE LOSING
John Blaise Suseland
BRADLEY CARL NORDBERG
JEFFREY DELWYN LARSON

Other Offices

EDWARD JONES · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT
BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT
EDWARD JONES · MISSOULA, MT
WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT
VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

More in Missoula, MT

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