Creative Planning Employee Investment, LLC
through Sep 14, 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.
Differences between reported disclosures
Same issuer CIK; offering identity has not been established. Differences are arithmetic comparisons between disclosures, not additional capital raised, new investors or confirmed amendments to the same offering.
| Field | Jul 16, 2026 · D | Sep 14, 2026 · D | Later minus earlier |
|---|---|---|---|
| Reported offering amount | $52,600,000 | $9,900,000 | $-42,700,000 |
| Reported amount sold | $52,600,000 | $9,900,000 | $-42,700,000 |
| Reported investor count | 138 | 33 | -105 |
| Reported minimum investment | $100,000 | $100,000 | $0 |
Earlier SEC source: 0001014108-26-000041 · Later SEC source: 0001014108-26-000048
Choose filings to compare · Research this issuer step by step
Latest available filing snapshot
- Reported offering amount
- $9,900,000
- Reported amount sold
- $9,900,000
This is one filing's disclosure, not the issuer's lifetime fundraising or current offering status.
Filings by year
- 20259 filings
- 20268 filings
Submission counts, including amendments; not dollars raised or distinct funding rounds.
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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CREATIVE PLANNING ADVISOR SERVICES, LLC
high CRD 801-80937
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CREATIVE PLANNING, LLC
high CRD 801-18564
Form D filings (17)
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0001014108-26-000048D · Sep 14, 2026 · InvestingOffering: $9,900,000Sold: $9,900,000
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0001014108-26-000041D · Jul 16, 2026 · InvestingOffering: $52,600,000Sold: $52,600,000
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0001014108-26-000040D · Jul 13, 2026 · InvestingOffering: $5,025,000Sold: $5,025,000
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0001014108-26-000039D · Jul 13, 2026 · InvestingOffering: $750,000Sold: $750,000
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0001014108-26-000034D · Jun 9, 2026 · InvestingOffering: $4,229,679Sold: $4,229,679
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0001014108-26-000031D · Jun 3, 2026 · InvestingOffering: $5,250,000Sold: $5,250,000
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0001014108-26-000017D · Mar 16, 2026 · InvestingOffering: $43,213,779Sold: $43,213,779
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0001014108-26-000014D · Mar 12, 2026 · InvestingOffering: $2,000,000Sold: $2,000,000
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0001014108-25-000084D · Dec 23, 2025 · InvestingOffering: $11,552,633Sold: $11,552,633
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0001014108-25-000083D · Dec 16, 2025 · InvestingOffering: $5,047,604Sold: $5,047,604
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0001014108-25-000081D · Dec 5, 2025 · InvestingOffering: $4,810,000Sold: $4,810,000
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0001014108-25-000062D · Oct 7, 2025 · InvestingOffering: $12,383,971Sold: $12,383,971
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0001014108-25-000060D · Sep 11, 2025 · InvestingOffering: $2,766,372Sold: $0
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0001014108-25-000049D · Jul 3, 2025 · InvestingOffering: $1,872,000Sold: $1,872,000
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0001014108-25-000039D · Apr 14, 2025 · InvestingOffering: $12,500,000Sold: $12,500,000
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0001014108-25-000026D · Mar 14, 2025 · InvestingOffering: $35,632,236Sold: $35,632,236
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0001014108-25-000015D · Jan 27, 2025 · InvestingOffering: $1,250,000Sold: $1,250,000