Jennipher Lommen is a CFP-designated registered investment advisor at Wildflower Financial LLC, based in Santa Cruz, CA, with 10 years of industry experience. Jennipher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 17 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wildflower Financial provides investment management exclusively to clients who also engage the firm for comprehensive financial life planning. Investment management fees are included as part of the ongoing annual planning retainer rather than charged as a separate percentage of your portfolio. You can choose to have your ongoing subscription fee automatically deducted from your investment accounts on a quarterly basis.
Contact
Jennipher Lommen
Location
120 Church Street, Santa Cruz, CA, 95060
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Regulatory History
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 →Employment History
Current Registrations
Wildflower Financial LLC
Previous Registrations
Natural Bridges Financial Advisors
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
Additional Information
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.
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