Aubrianna Nicole Peck

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 05/2020
  Stepp & Rothwell, Inc.
  Overland Park, KS
• 05/2020 → 03/2023
  Stepp & Rothwell, Inc.
  Overland Park, KS
• 08/2014 → 06/2018
  Kansas State University
  Manhattan, KS
• 04/2023 → 06/2023
  Mid American Wealth Advisory Group
  Kansas City, MO
• 06/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-05-18 → 2023-06-05
  Mid-American Wealth Advisory Group
  Kansas City, MO
• 2020-05-20 → 2023-04-03
  Stepp & Rothwell Inc
  Overland Park, KS

Other Businesses

1) Willow & Wildflowers Boutique; Raymore, MO; not investment related; Owner; Start date 7.11.23; 20 hours per month/0 hours during trading; nature of the business=create custom apparel and home decor. 2) Office Pride Commercial Cleaning Services; Kansas City, MO; not investment related; nature of business - clean office buildings; position - cleaner; start date 10.13.23; 35 hours per month/0 hours during trading. 3) Wal-mart; Raymore, MO; not investment related; position - personal shopper; start date 10.13.23; 50 hours per month/0 hours during trading.

Designations

• Certified Financial Planner

Other Names

• Aubrianna Nicole Graham
• Bri Peck