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Kristy Beth Legrande

Innovest Portfolio Solutions LLC

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About Kristy Beth Legrande

Kristy Legrande is a financial advisor in Denver, CO. Kristy is a registered Investment Advisor Representative with Innovest Portfolio Solutions LLC. Kristy has been in the financial services industry for over 20 years. Kristy has passed multiple FINRA exams and holds the Series 3, Series 7, and Series 63 licenses. Kristy is also a Chartered Financial Analyst.

Firm Information

Kristy Legrande is currently registered with Innovest Portfolio Solutions LLC. Innovest Portfolio Solutions LLC is an investment advisor located in DENVER, CO, United States. The firm provides investment advisory services to individuals, corporations, charitable organizations, pension plans, state or municipal government entities, and other investment advisors. Innovest Portfolio Solutions LLC has 21 investment advisor representatives and 37 investment advisory functions. The firm is registered with the SEC.
Innovest Portfolio Solutions LLC

7979 E. TUFTS AVE.

DENVER, CO 80237

Not reported

Assets Under Management

420

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristy Legrande’s Registration & Firm History

CO

01/14/2025 - Present

Innovest Portfolio Solutions LLC (DENVER CO)

NY

04/20/2000 - 08/06/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

10/20/1998 - 05/01/2000

CHASE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2014

Series 30 - NFA Branch Manager Examination

BC

Issued 11/08/2012

Series 3 - National Commodity Futures Examination

BC

Issued 10/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristy Beth Legrande.
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