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RIA / WealthAdvisor13 years in industry

Krista Letcher

Advisor at INNOVATIVE ADVISORY GROUP

Lincoln, NE

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Search this name across graphsid dfx:ria:e897f509-259e-eae8-77ae-b00691e6ba47

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 29, 2019 to Sep 14, 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: INNOVATIVE ADVISORY GROUP
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: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S66
First exam: Aug 26, 2019
First registration: Aug 29, 2019
Dual registered: no
Other names: Krista Letcher|Krista Taylor Letcher
IAPD individual key: 6912124

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
INNOVATIVE ADVISORY GROUP	Independent wealth	Sep 22, 2025	n/a	yes	Lincoln, NE	Current employment
EDWARD JONES	National bd RIA	Apr 15, 2024	Sep 18, 2025	no	Lincoln, NE\|ST LOUIS, MO\|Lincoln, NE	Previous registration
MORGAN STANLEY	Wirehouse	Sep 20, 2022	Jan 30, 2024	no	Omaha, NE	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 30, 2019	Oct 16, 2020	no	OMAHA, NE	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 29, 2019	Aug 12, 2022	no	OMAHA, NE	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
EDWARD JONES	INNOVATIVE ADVISORY GROUP	Sep 18, 2025	Sep 22, 2025	4	Firm change	Ibd to RIA
MORGAN STANLEY	EDWARD JONES	Jan 30, 2024	Apr 15, 2024	76	Firm change	Wirehouse to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Aug 12, 2022	Aug 30, 2019	-1,078	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	MORGAN STANLEY	Oct 16, 2020	Sep 20, 2022	704	Firm change after gap	RIA to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7870:111514:NE:2022-08-12	Aug 12, 2022	Aug 30, 2019	OMAHA, NE	Firm change after gap

Relationships

Registered with (5)

→ INNOVATIVE ADVISORY GROUPRegistered adviserregistration: current employment
Sep 22, 2025 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 15, 2024 to Sep 18, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 20, 2022 to Jan 30, 2024factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 29, 2019 to Aug 12, 2022factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 30, 2019 to Oct 16, 2020factForm ADV

Dated events

Occurred
Sep 18, 2025
Advisor changed firm
Krista Letcher left Edward Jones for Innovative Advisory Group (registered 2025-09-22)
Form ADVobserved 5 days ago
Occurred
Jan 30, 2024
Advisor changed firm
Krista Letcher left Morgan Stanley for Edward Jones (registered 2024-04-15)
Form ADVobserved 5 days ago