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Inactive

Krista Letcher

Innovative Advisory Group

Lincoln, NE

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Current Employers
Innovative Advisory Group

394 Lowell Street, Suite 8, Lexington, MA 02420 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-16
NE RA APPROVED 2025-09-22
  • MA RA
    APPROVED
    Since 2025-10-16
  • NE RA
    APPROVED
    Since 2025-09-22

Branch Locations

Lincoln, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Utah Valley University Orem UT 03/2017 05/2019
Mountain West Advisors Murray UT 01/2018 06/2018
City Of Plano Plano TX 10/2012 01/2017
Td Ameritrade Omaha NE 05/2019 08/2022
Morgan Stanley Omaha NE 08/2022 01/2024
Edward Jones St. Louis MO 04/2024 09/2025
Innovative Advisory Group, Llc Lincoln NE 09/2025 Present
  • 03/2017 → 05/2019
    Utah Valley University
    Orem, UT
  • 01/2018 → 06/2018
    Mountain West Advisors
    Murray, UT
  • 10/2012 → 01/2017
    City Of Plano
    Plano, TX
  • 05/2019 → 08/2022
    Td Ameritrade
    Omaha, NE
  • 08/2022 → 01/2024
    Morgan Stanley
    Omaha, NE
  • 04/2024 → 09/2025
    Edward Jones
    St. Louis, MO
  • 09/2025 → Present
    Innovative Advisory Group, Llc
    Lincoln, NE
Previous Registrations
  • 2024-04-15 → 2025-09-18
    Edward Jones
    St Louis, MO
    Lincoln, NE
    Lincoln, NE
  • 2022-09-20 → 2024-01-30
    Morgan Stanley
    Omaha, NE
  • 2019-08-29 → 2022-08-12
    Td Ameritrade, Inc.
    Omaha, NE
  • 2019-08-30 → 2020-10-16
    Td Ameritrade Investment Management, Llc
    Omaha, NE
Other Businesses

Private Residential Rental; Utilizing <1% time per year

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-23
S66 Uniform Combined State Law Examination 2019-08-26
  • S65 Uniform Investment Adviser Law Examination
    2026-02-23
  • S66 Uniform Combined State Law Examination
    2019-08-26
Other Names
  • Krista Letcher
  • Krista Taylor Letcher

View on SEC IAPD

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