Hannah Santa Cruz, financial advisor Missoula MT
90 score

Hannah Santa Cruz

CRD Number: 5947577
Current Firm: Peak Investment Management, Ltd

Hannah Santa Cruz (CRD# 5947577) is an Investment Advisor Representative working at Peak Investment Management, Ltd in Missoula, MT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Peak Investment Management, Ltd. Missoula, MT Jul 2013 - Current 3
Ameriprise Financial Services, Inc. Thompson Falls, MT Jun 2011 - Jul 2013 2
The University Of Montana Missoula, MT Aug 2007 - May 2011 3
Directv, Inc. Missoula, MT Apr 2007 - Aug 2009 2
Quinns Hot Springs Resort Paradise, MT Jan 2006 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Hannah L. Santa Cruz
Phone Number: 406-721-7325
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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