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Owner, Chief Compliance Officer, and Managing Member · Pathfinder Planning and Investments

Jill M. Tripp

CRD 4656851 · Named on Form ADV at one SEC-registered adviser

At a glance

Pathfinder Planning and Investments, an SEC-registered wealth manager based in Missoula, MT with $122 million in regulatory assets, lists Jill M. Tripp on its Form ADV as Owner, Chief Compliance Officer, and Managing Member, a control person.

Firms and roles

AtlasMembers

Jill’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jill’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.