Creative Planning Employee Investment, LLC
Filings
| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-07-167/16/26 | New | $52,600,000 | $52,600,000 | Equity Only | 06b | SEC linkSEC |
| 2026-07-137/13/26 | New | $5,025,000 | $5,025,000 | Equity Only | 06b | SEC linkSEC |
| 2026-07-137/13/26 | New | $750,000 | $750,000 | Equity Only | 06b | SEC linkSEC |
| 2026-06-096/9/26 | New | $4,229,679 | $4,229,679 | Equity Only | 06b | SEC linkSEC |
| 2026-06-036/3/26 | New | $5,250,000 | $5,250,000 | Equity Only | 06b | SEC linkSEC |
| 2026-03-163/16/26 | New | $43,213,779 | $43,213,779 | Equity Only | 06b | SEC linkSEC |
| 2026-03-123/12/26 | New | $2,000,000 | $2,000,000 | Equity Only | 06b | SEC linkSEC |
| 2025-12-2312/23/25 | New | $11,552,633 | $11,552,633 | Equity Only | 06b | SEC linkSEC |
| 2025-12-1612/16/25 | New | $5,047,604 | $5,047,604 | Equity Only | 06b | SEC linkSEC |
| 2025-12-0512/5/25 | New | $4,810,000 | $4,810,000 | Equity Only | 06b | SEC linkSEC |
| 2025-10-0710/7/25 | New | $12,383,971 | $12,383,971 | Equity Only | 06b | SEC linkSEC |
| 2025-09-119/11/25 | New | $0 | Unknown | Equity Only | SEC linkSEC | |
| 2025-07-037/3/25 | New | $1,872,000 | $1,872,000 | Equity Only | 06b | SEC linkSEC |
| 2025-04-144/14/25 | New | $12,500,000 | $12,500,000 | Equity Only | 06b | SEC linkSEC |
| 2025-03-143/14/25 | New | $35,632,236 | $35,632,236 | Equity Only | 06b | SEC linkSEC |
| 2025-01-271/27/25 | New | $1,250,000 | $1,250,000 | Equity Only | 06b | SEC linkSEC |
| 2024-12-3012/30/24 | New | $28,000,000 | $28,000,000 | Equity Only | 06b | SEC linkSEC |
| 2024-10-0210/2/24 | New | $3,750,000 | $3,750,000 | Equity Only | 06b | SEC linkSEC |
| 2024-10-0210/2/24 | New | $3,750,000 | $3,750,000 | Equity Only | 06b | SEC linkSEC |
| 2024-04-084/8/24 | New | $6,712,500 | $6,712,500 | Equity Only | 06b | SEC linkSEC |
| 2023-11-0211/2/23 | New | $3,224,667 | $3,224,667 | Equity Only | 06b | SEC linkSEC |
| 2023-10-0310/3/23 | New | $5,408,300 | $5,408,300 | Equity Only | 06b | SEC linkSEC |
| 2023-10-0210/2/23 | New | $8,800,000 | $8,800,000 | Equity Only | 06b | SEC linkSEC |
| 2023-09-059/5/23 | New | $13,803,746 | $13,803,746 | Equity Only | 06b | SEC linkSEC |
| 2023-09-059/5/23 | New | $1,300,000 | $1,300,000 | Equity Only | 06b | SEC linkSEC |
| 2023-08-018/1/23 | New | $800,000 | $800,000 | Equity Only | 06b | SEC linkSEC |
| 2023-03-093/9/23 | New | $8,845,962 | $8,845,962 | Equity Only | 06b | SEC linkSEC |
| 2023-03-063/6/23 | New | $4,108,000 | $4,108,000 | Equity Only | 06b | SEC linkSEC |
| 2022-10-0310/3/22 | New | $11,167,472 | $11,167,472 | Equity Only | 06b | SEC linkSEC |
| 2022-07-057/5/22 | New | $100,000 | $100,000 | Equity Only | 06b | SEC linkSEC |
| 2022-03-223/22/22 | New | $8,000,000 | $8,000,000 | Equity Only | 06b | SEC linkSEC |
| 2022-03-093/9/22 | New | $31,713,562 | $31,713,562 | Equity Only | 06b | SEC linkSEC |
| 2022-01-051/5/22 | New | $3,200,000 | $3,200,000 | Equity Only | 06b | SEC linkSEC |
| 2022-01-051/5/22 | New | $2,000,000 | $2,000,000 | Equity Only | 06b | SEC linkSEC |
| 2022-01-051/5/22 | New | $638,600 | $638,600 | Equity Only | 06b | SEC linkSEC |
| 2022-01-041/4/22 | New | $4,000,000 | $4,000,000 | Equity Only | 06b | SEC linkSEC |
| 2022-01-041/4/22 | New | $7,319,400 | $7,319,400 | Equity Only | 06b | SEC linkSEC |
| 2022-01-041/4/22 | New | $500,000 | $500,000 | Equity Only | 06b | SEC linkSEC |
| 2021-12-1612/16/21 | New | $2,000,000 | $2,000,000 | Equity Only | 06b | SEC linkSEC |
| 2021-12-1612/16/21 | New | $250,000 | $250,000 | Equity Only | 06b | SEC linkSEC |
| 2021-12-1512/15/21 | New | $1,000,000 | $1,000,000 | Equity Only | 06b | SEC linkSEC |
| 2021-12-1512/15/21 | New | $2,000,000 | $2,000,000 | Equity Only | 06b | SEC linkSEC |
| 2021-10-0410/4/21 | New | $3,850,000 | $3,850,000 | Equity Only | 06b | SEC linkSEC |
| 2021-06-016/1/21 | New | $243,821 | Unknown | Equity Only | SEC linkSEC | |
| 2021-04-124/12/21 | New | $31,216,705 | Unknown | Equity Only | SEC linkSEC | |
| 2021-03-103/10/21 | New | $15,661,436 | $15,661,436 | Equity Only | 06b | SEC linkSEC |
Directors and Executives (Current and Past)
| Name | Role |
|---|---|
| David Kaye | Executive |
| Dave Kaye | Director, Executive |
| Peter Mallouk | Executive |
| Lee Richardson | Executive |
| Megan Schmitz | Executive |
Industry: Investing (See others in industry)
Address:
5454 West 110 Th Street
Overland Park, KS, 66211
Phone: 913-955-3676
Overland Park, KS, 66211
Phone: 913-955-3676