Laura W. Isanuk

SUSTAINABLE ADVISORS ALLIANCE LLC

Denver, CO

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CRD#: 5935291

Professional summary

Laura Whitney Isanuk, AIF® is a registered financial advisor currently at SUSTAINABLE ADVISORS ALLIANCE LLC located in Denver, Colorado.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Laura has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Laura Isanuk, Investment Advisor Representative, is self-employed and is licensed to sell insurance in Colorado. This activity accounts for about 2 hours a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Whitney Isanuk's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 8, 2021 - Present

SUSTAINABLE ADVISORS ALLIANCE LLC

RIA

CRD#: 312061

Denver, CO

Past

December 10, 2015 - April 9, 2021

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

Denver, CO

Past

June 26, 2014 - October 23, 2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

Past

October 25, 2012 - June 2, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

August 22, 2012 - June 2, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUSTAINABLE ADVISORS ALLIANCE LLC

CRD#: 312061 / SEC#: 801-120088

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/22/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/23/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2012

General Securities Representative Examination

Current Firm

SUSTAINABLE ADVISORS ALLIANCE LLC

CRD#: 312061 / SEC#: 801-120088

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

12 N Cheyenne Ave Suite 221, Tulsa, OK 74103

Mailing Address

Phone number

(918) 408-7981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAA ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,064
AUM (Assets Under Management)	$ 206,973,202

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Laura W. Isanuk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Whitney Isanuk's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

SUSTAINABLE ADVISORS ALLIANCE LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/22/2012

SIE

Date: 10/23/2015

Series 7

Date: 8/21/2012

Current Firm

SUSTAINABLE ADVISORS ALLIANCE LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUSTAINABLE ADVISORS ALLIANCE LLC

TRUST BUT VERIFY

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