Soha Samer Dessouky
Investment adviser representative at Creative Planning
11 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Creative Planning, LLCJul 2025 to now
- Title Boxing ClubMar 2025 to now
- Tinytabs BookkeepingJan 2025 to now
- Kestra Advisory Services, LLCNov 2023 to Jul 2025
- Kestra Investment Services, LLCNov 2023 to Jul 2025
- 49 Wealth Management LLCJan 2023 to Oct 2023
- Purshe Kaplan Sterling InvestmentsJul 2021 to Oct 2023
- Thrivent Advisor Network, LLCJul 2021 to Dec 2022
- Lifetime FitnessJun 2021 to Jul 2021
- F45 Training Leon SpringsMay 2021 to Jul 2021
- Ut Austin RecsportsMay 2018 to May 2021
- Ut AustinAug 2017 to May 2018
- Topgolf San AntonioMay 2017 to Aug 2017
- Swim AmericaNov 2016 to May 2017
- Chick Fil-aDec 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7411961
- Firm CRD
- 105348