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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant15 years in industry

Samir Ahmed

Advisor at CREATIVE PLANNING

Riverview, FL | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:f2ac932d-2708-4f0a-4fb6-24dc1ae2499e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Oct 23, 2015 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: 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: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Sep 6, 2015
First registration: Oct 23, 2015
Dual registered: no
IAPD individual key: 6256818

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
CREATIVE PLANNING	Independent wealth	Dec 16, 2025	n/a	yes	Riverview, FL\|OVERLAND PARK, KS	Current employment
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Jul 15, 2025	Jan 13, 2026	no	West Palm Beach, FL	Previous registration
AVANTAX PLANNING PARTNERS, INC.	Bd affiliated wealth	Oct 11, 2023	Jul 14, 2025	no	DUBUQUE, IA\|Riverview, FL	Previous registration
Facet	Independent wealth	Jan 27, 2021	Sep 18, 2023	no	WEST PALM BEACH, FL\|Riverview, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 28, 2020	Jan 20, 2021	no	Temple Terrace, FL	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jun 19, 2017	Jan 8, 2018	no	Tampa, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 23, 2015	Apr 26, 2017	no	TAMPA, FL\|RIVERVIEW, FL	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
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	CREATIVE PLANNING	Jan 13, 2026	Dec 16, 2025	-28	Channel change	Other
AVANTAX PLANNING PARTNERS, INC.	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Jul 14, 2025	Jul 15, 2025	1	Firm change	Other
Facet	AVANTAX PLANNING PARTNERS, INC.	Sep 18, 2023	Oct 11, 2023	23	Firm change	RIA to ibd
CHARLES SCHWAB & CO., INC.	Facet	Jan 20, 2021	Jan 27, 2021	7	Firm change	Ibd to RIA
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	May 24, 2020	May 28, 2020	4	Bulk transfer	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
J.P. MORGAN SECURITIES LLC	USAA FINANCIAL PLANNING SERVICES	Apr 26, 2017	Jun 19, 2017	54	Firm change	Other

Relationships

Registered with (8)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Dec 16, 2025 to presentfactForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 15, 2025 to Jan 13, 2026factForm ADV
→ AVANTAX PLANNING PARTNERS, INC.Registered adviserregistration: previous registration
Oct 11, 2023 to Jul 14, 2025factForm ADV
→ FACETRegistered adviserregistration: previous registration
Jan 27, 2021 to Sep 18, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 28, 2020 to Jan 20, 2021factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 19, 2017 to Jan 8, 2018factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 23, 2015 to Apr 26, 2017factForm ADV

Dated events

Occurred
Jul 14, 2025
Advisor changed firm
Samir Ahmed left Avantax Planning Partners, Inc. for Creative Planning Institutional Advisors, Llc (registered 2025-07-15)
Form ADVobserved 5 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Samir Ahmed left Facet for Avantax Planning Partners, Inc. (registered 2023-10-11)
Form ADVobserved 5 days ago