Krista Anne Strohoffer

Employer firm

Sustainable Advisors Alliance LLC CRD 312061

$235M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2008 → 01/2021
  Portfolio Resources Group, Inc.
  Miami, FL
• 01/2021 → Present
  Sustainable Advisors Alliance Llc
  Tulsa, OK
• 01/2006 → Present
  Principled Investing, Llc
  Boulder, CO

Previous Registrations

• 2008-01-03 → 2021-01-05
  Portfolio Resources Advisor Group, Inc.
  Boulder, CO
  Coral Gables, FL
• 2006-01-20 → 2007-12-31
  Financial West Group
  Newmarket, NH
  Boulder, CO
  Troy, PA
• 2005-05-09 → 2005-12-05
  Citigroup Global Markets Inc.
  Boulder, CO
• 2005-02-17 → 2005-05-05
  Morgan Stanley Dw Inc.
  Boulder, CO

Exams

• S66 Uniform Combined State Law Examination
  2004-09-27

Designations

• Certified Financial Planner