Samir Ahmed

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

• 09/2011 → Present
  Florida State University
  West Palm Beach, FL
• 01/2014 → 04/2017
  Jpmorgan Chase
  Tampa, FL
• 05/2017 → 05/2020
  Usaa Financial Advisors Inc
  Tampa, FL
• 05/2017 → 05/2020
  Usaa
  Tampa, FL
• 07/2016 → 07/2017
  Us Army National Guard
  St Petersburg, FL
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Tampa, FL
• 05/2020 → 01/2021
  Charles Schwab & Co., Inc.
  Temple Terrace, FL
• 05/2017 → 05/2020
  Usaa Financial Planning Services
  Tampa, FL
• 05/2020 → 01/2021
  Schwab
  Tampa, FL
• 01/2021 → 09/2023
  Facet Wealth
  Riverview, FL
• 10/2023 → 06/2025
  Avantax Planning Partners
  Riverview, FL
• 10/2023 → 06/2025
  Avantax Investment Services, Inc.
  Riverview, FL
• 06/2025 → 12/2025
  Sageview
  West Palm Beach, FL
• 07/2025 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Creative Planning, Llc
  West Palm Beach, FL

Previous Registrations

• 2025-07-15 → 2026-01-13
  Creative Planning Institutional Advisors, Llc
  West Palm Beach, FL
• 2023-10-11 → 2025-07-14
  Avantax Planning Partners, Inc.
  Dubuque, IA
  Riverview, FL
• 2021-01-27 → 2023-09-18
  Facet
  Riverview, FL
  West Palm Beach, FL
• 2020-05-28 → 2021-01-20
  Charles Schwab & Co., Inc.
  Temple Terrace, FL
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2017-06-19 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
• 2015-10-23 → 2017-04-26
  J.P. Morgan Securities Llc
  Tampa, FL
  Riverview, FL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: FLORIDA STATE UNIVERSITY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: EDUCATION START DATE: 09/2011 POSITION/TITLE/RELATIONSHIP: INSTRUCTOR APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I AM AN ONLINE TEACHER FOR THE CENTER FOR DISASTER AND RISK POLICY. I HELP GRADE PAPERS; PUT TOGETHER EXAMS AND ANSWER QUESTIONS FROM STUDENTS

Exams

• S66 Uniform Combined State Law Examination
  2015-09-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant