40
Creative Planning Employee Investment, LLC raises $9.9M under Reg D
Company raise · Closed · Offering $9.9M · Sold $9.9M · OVERLAND PARK, KS · filed 2026-09-14
Non-accredited investors
40
Creative Planning Employee Investment, LLC raises $5M under Reg D
Company raise · Closed · OVERLAND PARK, KS · Form D filed 2026-07-13
Why now — by persona
Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO. Lead card pending.
People on the filing
| Lee Richardson | Chief Compliance Officer of Creative Planning Holdco, LLC |
| Dave Kaye | Chief Financial Officer of Creative Planning Holdco, LLC |
| Peter Mallouk | Chief Executive Officer of Creative Planning Holdco, LLC |
Signed by Lee Richardson, Chief Compliance Officer.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.
Other filings by this issuer
55
Creative Planning Employee Investment, LLC raises $52.6M under Reg D
Company raise · Closed · Offering $52.6M · Sold $52.6M · OVERLAND PARK, KS · filed 2026-07-16
35
Creative Planning Employee Investment, LLC raises $750K under Reg D
Company raise · Closed · Offering $750K · Sold $750K · OVERLAND PARK, KS · filed 2026-07-13
40
Creative Planning Employee Investment, LLC raises $4.2M under Reg D
Company raise · Closed · Offering $4.2M · Sold $4.2M · OVERLAND PARK, KS · filed 2026-06-09
Business combinationNon-accredited investors
40
Creative Planning Employee Investment, LLC raises $5.3M under Reg D
Company raise · Closed · Offering $5.3M · Sold $5.3M · OVERLAND PARK, KS · filed 2026-06-03
47
Creative Planning Employee Investment, LLC raises $43.2M under Reg D
Company raise · Closed · Offering $43.2M · Sold $43.2M · OVERLAND PARK, KS · filed 2026-03-16
40
Creative Planning Employee Investment, LLC raises $2M under Reg D
Company raise · Closed · Offering $2M · Sold $2M · OVERLAND PARK, KS · filed 2026-03-12
47
Creative Planning Employee Investment, LLC raises $11.6M under Reg D
Company raise · Closed · Offering $11.6M · Sold $11.6M · OVERLAND PARK, KS · filed 2025-12-23