Krista Strohoffer has held the title Member at Sustainable Advisors Alliance since January 2021, is a control person of the firm and directly owns between 10% and 25% of it. Krista Strohoffer holds a Master of Arts in Russian & East European Area Studies from George Washington University, a Teaching English as a Foreign Language (TEFL) Certification from Hamline University and a Bachelor of Arts in Social Anthropology from the University of Minnesota Twin Cities.
Sustainable Advisors Alliance LLC is a Tulsa, OK firm with $235M under management, 559 clients and 8 advisers across 7 offices, as of its April 2026 filing.
Krista Strohoffer is a Financial Advisor at Sustainable Advisors Alliance, LLC, based in Boulder, Colorado. She has specialized in sustainable and socially responsible investing since 1999. After working at Prudential Securities, The Center for Responsible Investing, Morgan Stanley, and Smith Barney, she launched Principled Investing, LLC in 2006 and later became a founding member of Sustainable Advisors Alliance, LLC.
Krista Strohoffer’s longest registration was 13 years at Portfolio Resources Advisor Group, Inc. (2008–2021). Before joining Sustainable Advisors Alliance in 2021, Krista Strohoffer was registered through Portfolio Resources Advisor Group, Inc. and Financial West Group.
- – present · 5 yearsBoulder, CO · Adviser representative · Firm CRD 312061
- Portfolio Resources Advisor Group, Inc.– · 13 yearsBoulder, CO · Adviser representative · Firm CRD 144601
- Financial West Group– · 1 yearBoulder, CO · Adviser representative · Firm CRD 16668
- Citigroup Global Markets Inc.– · under a yearBoulder, CO · Adviser representative · Firm CRD 7059
- Morgan Stanley– · under a yearBoulder, CO · Adviser representative · Firm CRD 7556
Professional designations
Listed by Sustainable Advisors Alliance
- Certified Financial Planner™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Chartered SRI Counselor℠
Investment adviser representative registrations
Krista Strohoffer is registered as an investment adviser representative in 2 states. The first approvals date from January 2021; the most recent is Colorado, in November 2021.
- ColoradoSince 15 November 2021
- TexasSince 5 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 September 2004 |
| Series 7 | General Securities Representative Examination | 11 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 April 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Krista Anne Strohoffer
- CRD
- 3168746
- Firm
- Sustainable Advisors Alliance · CRD 312061
- Role
- Member
- Office
- Boulder, CO
- Registration
- Investment adviser registration
- In the industry since
- May 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sustainableadvisorsalliance.com
Where does Krista Strohoffer work?
Krista Strohoffer has held the title Member at Sustainable Advisors Alliance LLC since January 2021, and is a control person of the firm.
Is Krista Strohoffer a financial advisor?
Yes. Krista Strohoffer has a current investment-adviser registration in Colorado and Texas, through Sustainable Advisors Alliance since January 2021.
How many years of experience does Krista Strohoffer have?
Krista Strohoffer has 26 years in the financial industry, since May 2000, across 5 adviser firms.
What exams has Krista Strohoffer passed?
Krista Strohoffer has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in April 1999. FINRA credited Krista Strohoffer with the SIE, which began in October 2018.
Where did Krista Strohoffer work before Sustainable Advisors Alliance?
Before Sustainable Advisors Alliance, Krista Strohoffer was registered through Portfolio Resources Advisor Group, Inc., January 2008 to January 2021; Financial West Group, January 2006 to December 2007; Citigroup Global Markets Inc., May 2005 to December 2005; Morgan Stanley, February 2005 to May 2005.
Where is Krista Strohoffer based?
Krista Strohoffer’s registered office is in Boulder, CO.
Is Krista Strohoffer registered with FINRA?
No. Krista Strohoffer has no current broker registration.
Is Krista Strohoffer a CFP?
Sustainable Advisors Alliance lists Krista Strohoffer with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Krista Strohoffer biography, sustainableadvisorsalliance.com
How can I verify Krista Strohoffer’s record?
Search CRD 3168746 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Krista Strohoffer’s full registration record.
