Investment adviser representative · Pathfinder Planning And Investments
Hannah L. Santa Cruz
CRD 5947577 · Missoula, MT
At a glance
Hannah L. Santa Cruz is an investment adviser representative with Pathfinder Planning And Investments in Missoula, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Hannah’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Pathfinder Planning And InvestmentsSince May 2026Missoula, MT · $122M in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Hannah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Pathfinder Planning And Investments
- Jill M. TrippMissoula · Certified Financial Planner
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