Hannah Cruz is a CFP-designated registered investment advisor at Pathfinder Planning and Investments, based in Missoula, MT, with 14 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 79 clients with $120M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
27 Fort Missoula Rd., Suite 1, Missoula, MT, 59804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pathfinder Planning and Investments
Previous Registrations
Core Planning
Focus Partners Wealth, LLC
Churchill Management Group
Investment Management Group
Peak Investment Management, LTD
Ameriprise Financial Services, INC.
State Registrations2 states
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
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