Samir Ahmed
CFP®Professional Summary
Samir Ahmed, CFP® is a registered financial advisor currently at CREATIVE PLANNING located in Riverview, Florida. Samir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samir has worked at 11 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC
Contact Information
Main Address
5454 W. 110th Street, Overland Park, KS 66211Phone Number
(866) 909-5148# of Employees
1,650SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
320,323AUM (Assets Under Management)
$295,568,603,071Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/27/2025 | Cover Page | Report |
| 09/19/2024 | Cover Page | Report |
| 01/03/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC
State Registrations and Notice Filings
(1/8/2026)
(12/16/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
CREATIVE PLANNING — Registered Investment Advisory firm
Version Date: Fri, Mar 29, 2024
Creative Planning, LLC is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand these differences.
There are free and user-friendly tools available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.
Our fees are based on a percentage of client assets that we manage and do not vary based on investment type. We typically deduct fees from clients’ investment accounts each quarter in arrears. The more assets you have in the account, including cash and margin, the more you will pay us, therefore we have an incentive to encourage you to increase the assets in your account in order to increase our fees. We charge our fee even if we do not buy or sell assets in your account, or if your account is profitable or not.
You will have additional fees or costs in addition to our management fee for certain investments listed below.
Some investments, such as mutual funds and exchange traded funds, impose additional fees that will reduce the value of your investment over time.
Assets managed by a sub-advisor are subject to the subadvisor’s management fee as well as our fee.
For certain investments, you will pay a transaction fee. You will also pay fees to an unaffiliated custodian (such as TD Ameritrade, Charles Schwab, or Fidelity) that will hold your assets (called “custody”). We do not receive any portion of these fees.
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investment over time. Please make sure you understand what fees and costs you are paying. For additional information, please see Item 5 of our Form ADV Part 2A.
Questions to ask your Professional:
- Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
When we act as your investment adviser, we are required to act in your best interest and not put our interests ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means:
Retirement Plan Rollovers to an IRA - our advisory fees may be higher than your retirement plan fee
Margin – margin increases the account size subject to our advisory fee
Referrals to or from our related entities: comparable services may be available elsewhere for less cost
Benefits received from our custodians
For additional information about our conflicts of interest, please see Items 10, 12, & 14 of our Form ADV Part 2A.
Questions to ask your Professional:
- How might your conflicts of interest affect me, and how will you address them?
Our financial professionals are paid a salary however our employees are eligible for awards based on the firm’s performance. We have implemented a partnership program which qualifying employees are granted and/or may purchase partnership units based on length of service to the firm and performance. Employees also receive compensation for certain client referrals. A conflict of interest exists where an employee could be motivated to increase assets at the firm regardless of the client’s best interest, however, we are required to always act as a fiduciary when working with our clients. For additional information, please see Item 14 of ourForm ADV Part 2A.
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