DFX Intelligence

Data Factory

RIA / WealthAdvisor10 years in industry

Adam Michael Haynes

Advisor at PEAK FINANCIAL PLANNING

American Fork, UT | CANOGA PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10a3de32-0419-89ef-9a1c-1fa227ce6e83

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jul 21, 2021 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: PEAK FINANCIAL PLANNING
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: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Jun 30, 2021
First registration: Jul 21, 2021
Dual registered: no
Other names: Adam Haynes
IAPD individual key: 7415562

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
PEAK FINANCIAL PLANNING	Independent wealth	Jun 8, 2026	n/a	yes	American Fork, UT\|CANOGA PARK, CA	Current employment
CORE PLANNING	Independent wealth	Aug 19, 2024	Feb 25, 2026	no	OFALLON, MO\|American Fork, UT	Previous registration
ALBION FINANCIAL GROUP	Independent wealth	Mar 30, 2023	Aug 8, 2024	no	SALT LAKE CITY, UT	Previous registration
TRUENORTH WEALTH	Independent wealth	Jul 21, 2021	Feb 24, 2022	no	SALT LAKE CITY, UT	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
CORE PLANNING	PEAK FINANCIAL PLANNING	Feb 25, 2026	Jun 8, 2026	103	Firm change	RIA to RIA
ALBION FINANCIAL GROUP	CORE PLANNING	Aug 8, 2024	Aug 19, 2024	11	Firm change	RIA to RIA
TRUENORTH WEALTH	ALBION FINANCIAL GROUP	Feb 24, 2022	Mar 30, 2023	399	Firm change	RIA to RIA

Relationships

Registered with (4)

→ PEAK FINANCIAL PLANNINGRegistered adviserregistration: current employment
Jun 8, 2026 to presentfactForm ADV
→ CORE PLANNINGRegistered adviserregistration: previous registration
Aug 19, 2024 to Feb 25, 2026factForm ADV
→ ALBION FINANCIAL GROUPRegistered adviserregistration: previous registration
Mar 30, 2023 to Aug 8, 2024factForm ADV
→ TRUENORTH WEALTHRegistered adviserregistration: previous registration
Jul 21, 2021 to Feb 24, 2022factForm ADV

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
Adam Michael Haynes left Core Planning for Peak Financial Planning (registered 2026-06-08)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2024
Advisor changed firm
Adam Michael Haynes left Albion Financial Group for Core Planning (registered 2024-08-19)
Form ADVobserved 5 days ago
Occurred
Feb 24, 2022
Advisor changed firm
Adam Michael Haynes left Truenorth Wealth for Albion Financial Group (registered 2023-03-30)
Form ADVobserved 5 days ago