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SEC Form D · filed September 11, 2025

Creative Planning Employee Investment, LLC

Offering
$2.8M
Sold
—
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)

Dave Kaye · Overland Park, KSExec · DirectorEstelle Beyl · Grand Duchy of Luxembourg, LuxembourgExecDave Kaye · Overland Park, KSExec · DirectorPeter Mallouk · Overland Park, KSExecLee Richardson · Overland Park, KSExecMaxwell Britton · Lehi, UTExec · DirectorCarolyn N. Blanch · Norwalk, CTExecPeter Mallouk · Overland Park, KSExecLee Richardson · Overland Park, KSExec

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