Creative Planning Employee Investment, LLC
Filings
17
Total offered
$210.8M
Total sold
$208M
Activity
Jan 27, 2025
through Sep 14, 2026
through Sep 14, 2026
Filings by year
2025
9
2026
8
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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0001014108-26-000039D · Jul 13, 2026 · InvestingOffering: $750,000Sold: $750,000
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0001014108-26-000040D · Jul 13, 2026 · InvestingOffering: $5,025,000Sold: $5,025,000
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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: $2,766,372
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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