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Krista Anne Strohoffer

Investment adviser representative at Sustainable Advisors Alliance LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

20 years in the industry.

  1. Sustainable Advisors Alliance LLCJan 2021 to now
  2. Principled Investing, LLCJan 2006 to now
  3. Portfolio Resources Group, Inc.Jan 2008 to Jan 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

Sustainable Advisors Alliance LLC

$234.8MAssets managed
559Clients
9Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3168746
Firm CRD
312061
Advisor's SEC record (opens in a new tab)
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