Soha Samer Dessouky

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

• 12/2015 → 05/2017
  Chick Fil-A
  San Antonio, TX
• 11/2016 → 05/2017
  Swim America
  San Antonio, TX
• 05/2017 → 08/2017
  Topgolf San Antonio
  San Antonio, TX
• 08/2017 → 05/2018
  Ut Austin
  Austin, TX
• 05/2018 → 05/2021
  Ut Austin Recsports
  Austin, TX
• 06/2021 → 07/2021
  Lifetime Fitness
  San Antonio, TX
• 05/2021 → 07/2021
  F45 Training Leon Springs
  San Antonio, TX
• 07/2021 → 12/2022
  Thrivent Advisor Network, Llc
  Austin, TX
• 07/2021 → 10/2023
  Purshe Kaplan Sterling Investments
  Austin, TX
• 01/2023 → 10/2023
  49 Wealth Management Llc
  Austin, TX
• 11/2023 → 07/2025
  Kestra Investment Services, Llc
  Austin, TX
• 11/2023 → 07/2025
  Kestra Advisory Services, Llc
  Austin, TX
• 01/2025 → Present
  Tinytabs Bookkeeping
  Austin, TX
• 03/2025 → Present
  Title Boxing Club
  Austin, TX
• 07/2025 → Present
  Creative Planning, Llc
  Austin, TX

Previous Registrations

• 2023-11-27 → 2025-07-24
  Kestra Advisory Services, Llc
  Austin, TX
  Austin, TX
• 2023-01-04 → 2023-10-03
  49 Financial
  Austin, TX
• 2022-04-22 → 2022-12-31
  Thrivent Advisor Network, Llc
  Austin, TX
  Minneapolis, MN

Other Businesses

Bus Name: FITNESS INSTRUCTOR - BOXING POSITION: Fitness instructor NATURE: Fitness gym/personal training INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2025 ADDRESS: 13945 N Highway 183, Unit C-3, Austin TX 78717, United States DESCRIPTION: I will lead classes at Title Boxing Club and assist members with boxing exercises/personal training.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-05
• S63 Uniform Securities Agent State Law Examination
  2021-06-27