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Jennipher Sue Lommen

Wildflower Financial LLC

Santa Cruz, CA

CRD 6595879

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Employer firm

Wildflower Financial LLC CRD 289288

$11.8M regulatory AUM 6 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Wildflower Financial Llc

120 Church Street, Santa Cruz, CA 95060 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-29
CA RA APPROVED 2017-08-11
  • TX RA
    APPROVED_RES
    Since 2020-01-29
  • CA RA
    APPROVED
    Since 2017-08-11

Branch Locations

120 Church Street, Santa Cruz, CA 95060 • 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
Wildflower Financial Llc Santa Cruz CA 06/2017 Present
Natural Bridges Financial Advisors Santa Cruz CA 09/2014 06/2017
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-10
  • S65 Uniform Investment Adviser Law Examination
    2015-07-10
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

TIFFANY DANIELLE HAMMER
NIKOLAS MARSHAL BARR
NAYANA T D DARRAH

Nearby Offices

MORGAN STANLEY · Santa Cruz, CA
EDWARD JONES · SCOTTS VALLEY, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Scotts Valley, CA

More in Santa Cruz, CA

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