KL
Krista T. Letcher
INNOVATIVE ADVISORY GROUP
Lincoln, NE
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CRD#: 6912124
KL
Professional summary
Krista Taylor Letcher, who also goes by Krista Taylor Letcher, is a registered financial advisor currently at INNOVATIVE ADVISORY GROUP located in Lincoln, Nebraska.
Krista is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Krista has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Krista Taylor Letcher
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.
Private Residential Rental; Utilizing <1% time per year
CRS (Client Relationship Summary) - RIA
Click below to view Krista Taylor Letcher's 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®
NoneExperience
Current
September 22, 2025 - Present
INNOVATIVE ADVISORY GROUP
RIA
CRD#: 146618
Lincoln, NE
Past
April 15, 2024 - September 18, 2025
EDWARD JONES
RIA
CRD#: 250
Lincoln, NE
Past
April 15, 2024 - September 18, 2025
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
September 20, 2022 - January 30, 2024
MORGAN STANLEY
RIA
CRD#: 149777
Omaha, NE
Past
September 7, 2022 - January 30, 2024
MORGAN STANLEY
BD
CRD#: 149777
Omaha, NE
Past
August 30, 2019 - October 16, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
OMAHA, NE
Past
August 29, 2019 - August 12, 2022
TD AMERITRADE, INC.
RIA
CRD#: 7870
OMAHA, NE
Past
July 3, 2019 - August 12, 2022
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
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".
IA
INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP | NUA ADVISORS, LLC | NUA ADVISORS | INNOVATIVE ADVISORY GROUP, LLC
CRD#: 146618 / SEC#: 801-122046
RIA
Registered Investment Advisory firm - (10/28/2021 Approved)Arizona
Registered Investment Advisory firm - (11/4/2021 Terminated)Connecticut
Registered Investment Advisory firm - (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - (9/21/2011 Terminated)Maine
Registered Investment Advisory firm - (11/8/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (11/4/2021 Terminated)Minnesota
Registered Investment Advisory firm - (11/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (12/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (11/4/2021 Terminated)New York
Registered Investment Advisory firm - (11/4/2021 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)South Carolina
Registered Investment Advisory firm - (11/4/2021 Terminated)Texas
Registered Investment Advisory firm - (11/4/2021 Terminated)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
Massachusetts(10/16/2025)
IAR
Nebraska(9/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/3/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
IA
INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP | NUA ADVISORS, LLC | NUA ADVISORS | INNOVATIVE ADVISORY GROUP, LLC
CRD#: 146618 / SEC#: 801-122046
RIA
Registered Investment Advisory firm - (10/28/2021 Approved)Arizona
Registered Investment Advisory firm - (11/4/2021 Terminated)Connecticut
Registered Investment Advisory firm - (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - (9/21/2011 Terminated)Maine
Registered Investment Advisory firm - (11/8/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (11/4/2021 Terminated)Minnesota
Registered Investment Advisory firm - (11/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (12/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (11/4/2021 Terminated)New York
Registered Investment Advisory firm - (11/4/2021 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)South Carolina
Registered Investment Advisory firm - (11/4/2021 Terminated)Texas
Registered Investment Advisory firm - (11/4/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
394 Lowell Street, Suite 8, Lexington, MA 02420
Mailing Address
Po Box 750073, Arlington, MA 02475
Phone number
(781) 577-2782
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 790 |
| AUM (Assets Under Management) | $ 160,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
