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Hannah Lynne Santa cruz

Churchill Management Group

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About Hannah Lynne Santa cruz

Hannah Lynne Santa cruz is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Hannah Lynne Santa cruz is currently registered with Churchill Management Group in Montana. Previously, Hannah Lynne Santa cruz was associated with Ameriprise Financial Services, Inc. in Montana. Hannah Lynne Santa cruz has a broad range of experience in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Hannah Lynne Santa cruz is dedicated to helping clients achieve their financial goals.

Firm Information

Hannah Santa cruz is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hannah Santa cruz’s Registration & Firm History

MT

09/12/2022 - Present

Churchill Management Group (Missoula MT)

MT

08/16/2011 - 07/19/2013

AMERIPRISE FINANCIAL SERVICES, INC. (THOMPSON FALLS MT)

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Licenses & Designations

IA

Issued 11/17/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hannah Lynne Santa cruz.
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