DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Hannah Lynne Santa Cruz

Pathfinder Planning And Investmentsindependent RIAMissoula, MtIA-onlyIAPD 5947577

Certified Financial Planner

Feed of 09/14/2026

Also filed as Hannah Lynne Swedberg

At current firm

0 y

since May 27, 2026

In the industry

14 y

since Sep 30, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pathfinder Planning And Investments independent RIA current
since May 27, 2026 · Missoula, Mt
Core Planning independent RIA
Sep 17, 2025 to Aug 20, 2026 · Missoula, Mt
Focus Partners Wealth, LLC independent RIA
Jul 1, 2025 to Sep 8, 2025 · Missoula, Mt
Churchill Management Group former
Sep 12, 2022 to Sep 17, 2025 · Missoula, Mt
Investment Management Group mixed wealth
Sep 13, 2016 to Sep 26, 2022 · Missoula, Mt
Peak Investment Management, Ltd former
Jul 25, 2013 to Sep 13, 2016 · Missoula, Mt
Ameriprise Financial Services, LLC national BD
Oct 3, 2011 to Jul 22, 2013 · Thompson Falls, Mt

Moves

a registration end followed by a registration begin elsewhere

Core Planning to Pathfinder Planning And Investments
left Aug 20, 2026, registered May 27, 2026 (-85 days) · RIA to a newly registered adviser · moved with a team
Churchill Management Group to Focus Partners Wealth, LLC
left Sep 17, 2025, registered Jul 1, 2025 (-78 days) · corporate re-registration, not a move
Focus Partners Wealth, LLC to Core Planning
left Sep 8, 2025, registered Sep 17, 2025 (9 days) · RIA to RIA
Investment Management Group to Churchill Management Group
left Sep 26, 2022, registered Sep 12, 2022 (-14 days) · Other
Peak Investment Management, Ltd to Investment Management Group
left Sep 13, 2016, registered Sep 13, 2016 (0 days) · Other
Ameriprise Financial Services, LLC to Peak Investment Management, Ltd
left Jul 22, 2013, registered Jul 25, 2013 (3 days) · Other

Signals

Hannah Lynne Santa Cruz left Core Planning for Pathfinder Planning And Investments (registered 2026-05-27)
Aug 20, 2026 · Advisor changed firm · fact
Hannah Lynne Santa Cruz left Focus Partners Wealth, Llc for Core Planning (registered 2025-09-17)
Sep 8, 2025 · Advisor changed firm · fact
Hannah Lynne Santa Cruz left Investment Management Group for Churchill Management Group (registered 2022-09-12)
Sep 26, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address