HB
CFP
HB
CFP

Hannah Buschbom

15 Years of Experience
Santa Barbara, CA
BrokerSells Insurance

Hannah Buschbom is a CFP-designated registered investment advisor, based in Santa Barbara, CA, with 15 years of industry experience.

Location

1332 Anacapa Street, Suite 110, Santa Barbara, CA, 93101

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Hannah is a Director of Client Experience at The Ameriflex Group and an investor in the same company. She also owns The W Source, a website for women professionals, and provides insurance advice related to life, long-term care, and disability policies, dedicating a few hours per week. Additionally, Hannah is a Certified Divorce Financial Analyst and a tertiary successor trustee.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
The Ameriflex Group
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.
January 2012 - December 2021 · 9 yrs 11 mos
Sagepoint Financial, INC.Broker
January 2012 - September 2023 · 11 yrs 8 mos
Securities America, INC.Broker
February 2011 - January 2012 · 11 mos
State Registrations22 states
ALAZCACOFLGAIAIDMAMEMOMTNJNVNYORSCTNTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.