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SEC Form D · filed March 10, 2021

Creative Planning Employee Investment, LLC

Offering
$15.7M
Sold
$15.7M
Exemption
Rule 506(b)
Industry
Investing
Location
OVERLAND PARK, KS
Type
—

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (9)

David Gardner · SANTA FE, NMExecMark Goodman · Alpharetta, GAExecDavid Berman · Toronto, Ontario, CanadaExecMegan Schmitz · Overland Park, KSExecPeter Mallouk · Overland Park, KSExecDavid Kaye · Overland Park, KSExecRick Zullo · 1399 Park Avenue, Apt. 10B, NYExecAmanda B. Dahl · Vancouver, British Columbia, CanadaExecJonathan Ellenzweig · Toronto, Ontario, CanadaExec

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗