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SEC Form D · filed December 23, 2025

Creative Planning Employee Investment, LLC

Offering
$11.6M
Sold
$11.6M
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 (6)

Scott R. Lin · San Francisco, CAExec · DirectorPeter Mallouk · Overland Park, KSExecLee Richardson · Overland Park, KSExecMark Goodman · Alpharetta, GAExecRick Zullo · 1399 Park Avenue, Apt. 10B, NYExecLee Richardson · Overland Park, KSExec

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