Creative Planning Employee Investment, LLC

Industry: Investing (See others in industry)

Address:
5454 West 110 Th Street
Overland Park, KS, 66211
Phone: 913-955-3676

Filings

Date Type Incremental Cash Raw Filing
2025-10-07 New $12,383,971 SEC link
2025-09-11 New Unknown SEC link
2025-07-03 New $1,872,000 SEC link
2025-04-14 New $12,500,000 SEC link
2025-03-14 New $35,632,236 SEC link
2025-01-27 New $1,250,000 SEC link
2024-12-30 New $28,000,000 SEC link
2024-10-02 New $3,750,000 SEC link
2024-10-02 New $3,750,000 SEC link
2024-04-08 New $6,712,500 SEC link
2023-11-02 New $3,224,667 SEC link
2023-10-03 New $5,408,300 SEC link
2023-10-02 New $8,800,000 SEC link
2023-09-05 New $1,300,000 SEC link
2023-09-05 New $13,803,746 SEC link
2023-08-01 New $800,000 SEC link
2023-03-09 New $8,845,962 SEC link
2023-03-06 New $4,108,000 SEC link
2022-10-03 New $11,167,472 SEC link
2022-07-05 New $100,000 SEC link
2022-03-22 New $8,000,000 SEC link
2022-03-09 New $31,713,562 SEC link
2022-01-05 New $2,000,000 SEC link
2022-01-05 New $3,200,000 SEC link
2022-01-05 New $638,600 SEC link
2022-01-04 New $4,000,000 SEC link
2022-01-04 New $500,000 SEC link
2022-01-04 New $7,319,400 SEC link
2021-12-16 New $2,000,000 SEC link
2021-12-16 New $250,000 SEC link
2021-12-15 New $1,000,000 SEC link
2021-12-15 New $2,000,000 SEC link
2021-10-04 New $3,850,000 SEC link
2021-06-01 New Unknown SEC link
2021-04-12 New Unknown SEC link
2021-03-10 New $15,661,436 SEC link

Directors and Executives (Current and Past)

Name Role
David Kaye Executive
Dave Kaye Director, Executive
Peter Mallouk Executive
Lee Richardson Executive
Megan Schmitz Executive