Hannah Lynne Santa cruz
Investment adviser representative at Pathfinder Planning and Investments
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$122.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Pathfinder Planning and InvestmentsMay 2026 to now
- Stewart & Associates dba Pathfinder Planning and InvestmentsMar 2026 to now
- Core Planning, LLCAug 2025 to Aug 2026
- Focus Partners WealthJul 2025 to Aug 2025
- Churchill Management GroupSep 2022 to Aug 2025
- Stockman Wealth ManagementJan 2019 to Sep 2022
- Stockman Stockman Wealth ManagementSep 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Pathfinder Planning and Investments
Legal name: Stewart & Associates, Pllc
$122.3MAssets managed
79Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5947577
- Firm CRD
- 159486