Hannah L. Santa Cruz
CORE PLANNING
Missoula, MT 59804
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CRD#: 5947577
Professional summary
Hannah Lynne Santa Cruz, CFP®, who also goes by Hannah L Santa Cruz, Hannah Lynne Swedberg, is a registered financial advisor currently at CORE PLANNING located in Missoula, Montana.
Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Hannah has worked at 6 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hannah L Santa Cruz | Hannah Lynne Swedberg
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ALL OTHER OUTSIDE BUSINESS ACTIVITIES: Track Rev/Exp for spouse's (self-employed) business, 12/2005-Present. Nature of Business: Web Design & Development. Business Address: 1090 35th St., Missoula, MT 59801. 1/2 hours/month, none during Trading hours. CLEAR FOCUS DESIGNS; SOLE PROPRIETORSHIP: I KEEP MONTHLY AND YEARLY RECORDS OF MY HUSBAND'S WEB DESIGN/DEBELOPMENT BUSINESS, INCLUDING ALL REVENUES AND EXPENSES.; I KEEP MONTHLY AND YEARLY RECORDS OF MY HUSBAND'S WEB DESIGN/DEBELOPMENT BUSINESS, INCLUDING ALL REVENUES AND EXPENSES.; I KEEP MONTHLY AND YEARLY RECORDS OF MY HUSBAND'S WEB DESIGN/DEBELOPMENT BUSINESS, INCLUDING ALL REVENUES AND EXPENSES.; MISSOULA, MT 59801; NO; DECEMBER 2005; 1-9 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Lynne Santa Cruz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
September 17, 2025 - Present
CORE PLANNING
Office #1: 27 Fort Missoula Rd #1, Missoula, MT 59804RIA
CRD#: 154660
Missoula, MT
Past
July 1, 2025 - September 8, 2025
FOCUS PARTNERS WEALTH, LLC
RIA
CRD#: 159289
MISSOULA, MT
Past
September 12, 2022 - September 17, 2025
CHURCHILL MANAGEMENT GROUP
RIA
CRD#: 109651
Missoula, MT
Past
September 13, 2016 - September 26, 2022
INVESTMENT MANAGEMENT GROUP
RIA
CRD#: 122166
Missoula, MT
Past
July 25, 2013 - September 13, 2016
PEAK INVESTMENT MANAGEMENT, LTD
RIA
CRD#: 107918
MISSOULA, MT
Past
October 3, 2011 - July 22, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
THOMPSON FALLS, MT
Past
August 16, 2011 - July 19, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
THOMPSON FALLS, MT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Montana(9/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
706 N Main St, Ofallon, MO 63366
Mailing Address
Phone number
(636) 734-7507
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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Company Information
CORE PLANNING
CRD#: 154660Missoula, MT 59804TRUST BUT VERIFY
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