Hannah Santa Cruz has been an investment adviser representative at Stewart & Associates, PLLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Stewart & Associates, PLLC is a Missoula, MT firm with $122M under management, 79 clients and 2 advisers in one office, as of its August 2026 filing.
Hannah Santa Cruz is with Pathfinder Financial Planning in Missoula, Montana. She has nearly 15 years of experience in financial services. She works with clients on retirement and life transitions, and draws on principles of behavioral finance to help clients with the emotional side of money decisions.
Hannah Santa Cruz’s longest registration was 6 years at Investment Management Group (2016–2022). Before joining Stewart & Associates, PLLC in 2026, Hannah Santa Cruz was registered through Core Planning and Focus Partners Wealth, LLC.
- – present · under a yearMissoula, MT · Adviser representative · Firm CRD 159486
- Core Planning– · under a yearMissoula, MT · Adviser representative · Firm CRD 154660
- Focus Partners Wealth, LLC– · under a yearMissoula, MT · Adviser representative · Firm CRD 159289
- Churchill Management Group– · 3 yearsMissoula, MT · Adviser representative · Firm CRD 109651
- Investment Management Group– · 6 yearsMissoula, MT · Adviser representative · Firm CRD 122166
- Peak Investment Management, LTD– · 3 yearsMissoula, MT · Adviser representative · Firm CRD 107918
- Ameriprise Financial Services, Inc.– · 1 yearThompson Falls, MT · Adviser representative · Firm CRD 6363
Professional designations
Listed by Stewart & Associates, PLLC
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Hannah Santa Cruz is registered as an investment adviser representative in 2 states. Each was approved in May 2026.
- MontanaSince 27 May 2026
- TexasSince 27 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2016 |
| Series 66 | Uniform Combined State Law Examination | 30 September 2011 |
| Series 7 | General Securities Representative Examination | 15 August 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Hannah Lynne Santa Cruz
- CRD
- 5947577
- Firm
- Stewart & Associates, PLLC · CRD 159486
- Office
- 27 FORT MISSOULA RD., SUITE 1, Missoula, MT 59804
- Registration
- Investment adviser registration
- In the industry since
- October 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pathfinderplanmt.com
Where does Hannah Santa Cruz work?
Hannah Santa Cruz is an investment adviser representative registered through Stewart & Associates, PLLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Hannah Santa Cruz a financial advisor?
Yes. Hannah Santa Cruz has a current investment-adviser registration in Montana and Texas, through Stewart & Associates, PLLC since May 2026.
How many years of experience does Hannah Santa Cruz have?
Hannah Santa Cruz has 15 years in the financial industry, since October 2011, across 7 adviser firms.
What exams has Hannah Santa Cruz passed?
Hannah Santa Cruz has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in August 2011.
Where did Hannah Santa Cruz work before Stewart & Associates, PLLC?
Before Stewart & Associates, PLLC, Hannah Santa Cruz was registered through Focus Partners Wealth, LLC, July 2025 to September 2025; Churchill Management Group, September 2022 to September 2025; Investment Management Group, September 2016 to September 2022; Peak Investment Management, LTD, July 2013 to September 2016; Ameriprise Financial Services, Inc., October 2011 to July 2013.
Where is Hannah Santa Cruz based?
Hannah Santa Cruz’s registered office is in Missoula, MT.
Is Hannah Santa Cruz registered with FINRA?
No. Hannah Santa Cruz has no current broker registration.
Is Hannah Santa Cruz a CFP?
Stewart & Associates, PLLC lists Hannah Santa Cruz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Hannah Santa Cruz’s record?
Search CRD 5947577 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hannah Santa Cruz’s full registration record.
