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.

Current firm

CREATIVE 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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

May 20, 2020

Dual registered

no

Other names

Aubrianna Nicole Graham|Bri Peck

IAPD individual key

7256431

• Occurred

  Jun 5, 2023
  Advisor changed firm

  Aubrianna Nicole Peck left Mid-American Wealth Advisory Group for Creative Planning (registered 2023-06-26)

  Form ADVobserved 3 days ago
• Occurred

  Apr 3, 2023
  Advisor changed firm

  Aubrianna Nicole Peck left Stepp & Rothwell Inc for Mid-American Wealth Advisory Group (registered 2023-05-18)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:60eddfc4-5f1c-a9f0-e2cf-c8fd9e8e023a

First observed

May 20, 2020

Last observed

Sep 15, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.