Krista Letcher has been an investment adviser representative at Innovative Advisory Group since September 2025, and is not listed among the firm’s executive officers or direct owners. Krista Letcher holds a Bachelor of Science in Personal Financial Planning from Utah Valley University.
Innovative Advisory Group, LLC is a Lexington, MA firm with $194M under management, 300 clients and 8 advisers across 5 offices, as of its September 2026 filing.
Krista Letcher is Wealth Advisor of Innovative Advisory Group. Her career in the financial services industry has included client development, service and advising, and she serves individuals and families.
Krista Letcher’s longest registration was 2 years at TD Ameritrade, Inc. (2019–2022). Before joining Innovative Advisory Group in 2025, Krista Letcher was registered through Edward Jones and Morgan Stanley.
- Innovative Advisory GroupCurrent– present · 1 yearLincoln, NE · Adviser representative · Firm CRD 146618
- Edward Jones– · 1 yearLincoln, NE · Adviser representative · Firm CRD 250
- Morgan Stanley– · 1 yearOmaha, NE · Adviser representative · Firm CRD 149777
- TD Ameritrade Investment Management, LLC– · 1 yearOmaha, NE · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 2 yearsOmaha, NE · Adviser representative · Firm CRD 7870
Investment adviser representative registrations
Krista Letcher is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is Massachusetts, in October 2025.
- MassachusettsSince 16 October 2025
- NebraskaSince 22 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 2026 |
| Series 66 | Uniform Combined State Law Examination | 26 August 2019 |
| Series 7TO | General Securities Representative Examination | 3 July 2019 |
| SIE | Securities Industry Essentials Examination | 8 April 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6912124
- Firm
- Innovative Advisory Group · CRD 146618
- Office
- Lincoln, NE
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- innovativewealth.com
Where does Krista Letcher work?
Krista Letcher is an investment adviser representative registered through Innovative Advisory Group, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Krista Letcher a financial advisor?
Yes. Krista Letcher has a current investment-adviser registration in Massachusetts and Nebraska, through Innovative Advisory Group since September 2025.
How many years of experience does Krista Letcher have?
Krista Letcher has 7 years in the financial industry, since October 2019, across 5 adviser firms.
What exams has Krista Letcher passed?
Krista Letcher has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 65. The earliest, the SIE, was passed in April 2019.
Where did Krista Letcher work before Innovative Advisory Group?
Before Innovative Advisory Group, Krista Letcher was registered through Edward Jones, April 2024 to September 2025; Morgan Stanley, September 2022 to January 2024; TD Ameritrade Investment Management, LLC, August 2019 to October 2020; TD Ameritrade, Inc., August 2019 to August 2022.
Where is Krista Letcher based?
Krista Letcher’s registered office is in Lincoln, NE.
Is Krista Letcher registered with FINRA?
No. Krista Letcher has no current broker registration.
How can I verify Krista Letcher’s record?
Search CRD 6912124 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Krista Letcher’s full registration record.
