AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Jennipher Sue Lommen

Jennipher S. Lommen

WILDFLOWER FINANCIAL LLC
Santa Cruz, CA 95060
Some features on this profile are disabled
CRD#: 6595879
Jennipher Sue Lommen

Professional summary

Jennipher Sue Lommen, CFP® is a registered financial advisor currently at WILDFLOWER FINANCIAL LLC located in Santa Cruz, California.

Jennipher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jennipher has worked at 2 firms and has passed the Series 65 exam.

Biography

Jennipher Lommen, CFP® lives and works in Santa Cruz, California on the edge of a redwood forest with her lively household of husband, children, pets and wildlife.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Socially Responsible Investing
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Divorce Planning
Entrepreneurs
Estate & Generational Planning...
Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennipher Sue Lommen'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®

Certified Financial Planner

Start date: 2016

Experience

Current

August 11, 2017 - Present

WILDFLOWER FINANCIAL LLC

Office #1: 120 Church Street, Santa Cruz, CA 95060
RIA
CRD#: 289288
Santa Cruz, CA
Past

January 6, 2016 - June 21, 2017

NATURAL BRIDGES FINANCIAL ADVISORS

RIA
CRD#: 148056
SANTA CRUZ, CA

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
California
(8/11/2017)
IAR
Texas
(1/30/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/10/2015
Uniform Investment Adviser Law Examination

Current Firm

WILDFLOWER FINANCIAL LLC
WILDFLOWER FINANCIAL LLC
WILDFLOWER FINANCIAL LLC

CRD#: 289288 / SEC#:

California
Registered Investment Advisory firm - (8/11/2017 Approved)
Texas
Registered Investment Advisory firm - (1/29/2020 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
120 Church Street, Santa Cruz, CA 95060
Mailing Address
Phone number
(831) 854-7291
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts41
AUM (Assets Under Management)$ 9,726,107

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WILDFLOWER FINANCIAL LLC

WILDFLOWER FINANCIAL LLC

CRD#: 289288Santa Cruz, CA 95060

TRUST BUT VERIFY

Monitor Jennipher Lommen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

RS
Raman SinghAdvisorCheck Check Mark
SINGH PWM LLC
IAR
Phoenix, AZ
Trishul Patel
Trishul PatelAdvisorCheck Check Mark
INVESTING FOREVER ADVISORY
IAR
West Palm Beach, FL
JN
Jeffrey NorrisAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
PR
ST. LOUIS, MO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.