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SEC Form D · filed December 5, 2025

Creative Planning Employee Investment, LLC

Offering
$4.8M
Sold
$4.8M
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)

Peter Mallouk · Overland Park, KSExecLee Richardson · Overland Park, KSExecDave Kaye · Overland Park, KSExec · DirectorPeter Mallouk · Overland Park, KSExecDave Kaye · Overland Park, KSExec · DirectorLee Richardson · Overland Park, KSExecMaxwell Britton · Lehi, UTExec · DirectorCarolyn N. Blanch · Norwalk, CTExecEstelle Beyl · Grand Duchy of Luxembourg, LuxembourgExec

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