CREATIVE PLANNING, LLC
SEC file number 801-18564
· OVERLAND PARK, KS
https://creativeplanning.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$175.27B
Discretionary AUM
$172.32B
Employees
1319
Clients
6
Firm
- Address
- 5454 W. 110TH STREET
OVERLAND PARK, KS 66211 - Phone
- —
- Website
- https://creativeplanning.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Creative Planning Employee Investment, LLC High name-match confidence · CIK 1850309 · KS
- Dah Dah Creative Play, LLC Medium name-match confidence · CIK 2033016 · PA
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Creative Planning Employee Investment, LLC · D · Sep 14, 2026$9.9M
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Creative Planning Employee Investment, LLC · D · Jul 16, 2026$52.6M
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Creative Planning Employee Investment, LLC · D · Jul 13, 2026$750K
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Creative Planning Employee Investment, LLC · D · Jul 13, 2026$5M
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Creative Planning Employee Investment, LLC · D · Jun 9, 2026$4.2M
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Creative Planning Employee Investment, LLC · D · Jun 3, 2026$5.2M
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Creative Planning Employee Investment, LLC · D · Mar 16, 2026$43.2M
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Creative Planning Employee Investment, LLC · D · Mar 12, 2026$2M
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Creative Planning Employee Investment, LLC · D · Dec 23, 2025$11.6M
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Creative Planning Employee Investment, LLC · D · Dec 16, 2025$5M
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Creative Planning Employee Investment, LLC · D · Dec 5, 2025$4.8M
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Creative Planning Employee Investment, LLC · D · Oct 7, 2025$12.4M
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Creative Planning Employee Investment, LLC · D · Sep 11, 2025$2.8M
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Creative Planning Employee Investment, LLC · D · Jul 3, 2025$1.9M
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Creative Planning Employee Investment, LLC · D · Apr 14, 2025$12.5M
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Creative Planning Employee Investment, LLC · D · Mar 14, 2025$35.6M
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Creative Planning Employee Investment, LLC · D · Jan 27, 2025$1.2M