Kristen Leigh Trudo Hughes

Employer firm

Phillips And Company Advisors LLC CRD 167214

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FOUNDATION AND ENDOWMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 06/2018
  Cetera Advisors Llc
  Portland, OR
• 11/2013 → 06/2018
  Compensation Systems Nw, Inc.
  Portland, OR
• 01/2020 → 06/2023
  Compensation Systems Nw, Inc.
  Portland, OR
• 06/2018 → 12/2019
  None
  Oregon City, OR
• 04/2020 → 12/2021
  Cetera Advisors
  Denver, CO
• 01/2022 → 06/2023
  Alera Group
  Portland, OR
• 07/2023 → 09/2023
  Unemployed
  Canby, OR
• 09/2023 → Present
  Phillips & Company Advisors Llc
  Portland, OR

Previous Registrations

• 2022-09-27 → 2023-07-21
  Alera Investment Advisors, Llc
  Portland, OR
  Deerfield, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-27
• S63 Uniform Securities Agent State Law Examination
  2016-05-27

Other Names

• Kristen Leigh Trudo