Form D — Creative Planning Employee Investment, LLC
0001014108-26-000031 · filed Jun 3, 2026
Offering amounts describe securities offered; amounts sold are issuer-reported as of each filing. Amendments can repeat earlier amounts. We do not add these figures into a capital-raised total. Missing amounts are not zero. Data coverage and methodology · How to interpret the amounts.
Check this disclosure on SEC EDGAR · More Investing filings
Offering
- Industry
- Investing
- Exemptions
- 06b
- Reported offering amount
- $5,250,000
- Reported amount sold
- $5,250,000
- Minimum investment
- $2,625,000
- Investors
- 2
- Sales commission
- $0
- Finders' fees
- $0
Issuer
- Name
- Creative Planning Employee Investment, LLC
- CIK
- 1850309
- Entity
- Limited Liability Company
- Jurisdiction
- DELAWARE
- Year incorporated
- —
- Address
- 5454 WEST 110TH STREET
OVERLAND PARK, KS 66211 - Phone
- 913-955-3676
Related persons
May not be accurate — issuers self-report this list and the SEC does not verify it. Cross-check the original SEC EDGAR filing if accuracy matters.
-
Dave Kaye · Executive OfficerOverland Park, KS Find on LinkedIn ↗
-
Lee Richardson · Executive OfficerOverland Park, KS Find on LinkedIn ↗
-
Peter Mallouk · Executive OfficerOverland Park, KS Find on LinkedIn ↗
Other filings from this issuer
- Form D — Sep 14, 2026 — 0001014108-26-000048
- Form D — Jul 16, 2026 — 0001014108-26-000041
- Form D — Jul 13, 2026 — 0001014108-26-000039
- Form D — Jul 13, 2026 — 0001014108-26-000040
- Form D — Jun 9, 2026 — 0001014108-26-000034
- Form D — Mar 16, 2026 — 0001014108-26-000017
- Form D — Mar 12, 2026 — 0001014108-26-000014
- Form D — Dec 23, 2025 — 0001014108-25-000084
- Form D — Dec 16, 2025 — 0001014108-25-000083
- Form D — Dec 5, 2025 — 0001014108-25-000081
View the original filing on SEC EDGAR ↗