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RIA / WealthAdvisorCertified Financial Planner21 years in industry

KRISTA ANNE STROHOFFER

Advisor at SUSTAINABLE ADVISORS ALLIANCE LLC

TULSA, OK | Boulder, CO

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Search this name across graphsid dfx:ria:de521484-3be4-0b2b-5be9-4f12a8481afe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 17, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUSTAINABLE ADVISORS ALLIANCE LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 27, 2004
First registration: Feb 17, 2005
Dual registered: no
IAPD individual key: 3168746

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUSTAINABLE ADVISORS ALLIANCE LLC	Independent wealth	Jan 5, 2021	n/a	yes	TULSA, OK\|Boulder, CO	Current employment
PORTFOLIO RESOURCES ADVISOR GROUP, INC.	Independent wealth	Jan 3, 2008	Jan 5, 2021	no	BOULDER, CO\|CORAL GABLES, FL	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Jan 20, 2006	Dec 31, 2007	no	Newmarket, NH\|BOULDER, CO\|TROY, PA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 9, 2005	Dec 5, 2005	no	BOULDER, CO	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 17, 2005	May 5, 2005	no	BOULDER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PORTFOLIO RESOURCES ADVISOR GROUP, INC.	SUSTAINABLE ADVISORS ALLIANCE LLC	Jan 5, 2021	Jan 5, 2021	0	Firm change	RIA to new firm
FINANCIAL WEST GROUP	PORTFOLIO RESOURCES ADVISOR GROUP, INC.	Dec 31, 2007	Jan 3, 2008	3	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	FINANCIAL WEST GROUP	Dec 5, 2005	Jan 20, 2006	46	Firm change	Other
MORGAN STANLEY DW INC.	CITIGROUP GLOBAL MARKETS INC.	May 5, 2005	May 9, 2005	4	Firm change	Other

Relationships

Registered with (5)

→ SUSTAINABLE ADVISORS ALLIANCE LLCRegistered adviserregistration: current employment
Jan 5, 2021 to presentfactForm ADV
→ PORTFOLIO RESOURCES ADVISOR GROUP, INC.Registered adviserregistration: previous registration
Jan 3, 2008 to Jan 5, 2021factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Jan 20, 2006 to Dec 31, 2007factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 9, 2005 to Dec 5, 2005factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 17, 2005 to May 5, 2005factForm ADV

Dated events

No dated event names this entity yet.