Unclaimed
Aubrianna Peck is a financial advisor registered with Creative Planning, LLC and has been in the industry since June 2018. Aubrianna holds the Certified Financial Planner designation and specializes in a variety of financial planning needs. Aubrianna currently holds a Series 65 license. Aubrianna is also registered to provide investment advice in Kansas. The advisor is affiliated with the Overland Park, KS branch office of Creative Planning, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
06/26/2023 - Present
Creative Planning (OVERLAND PARK KS)
Active
Inactive
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