0001014108-25-000062.txt : 20251007 0001014108-25-000062.hdr.sgml : 20251007 20251007100129 ACCESSION NUMBER: 0001014108-25-000062 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20251007 DATE AS OF CHANGE: 20251007 EFFECTIVENESS DATE: 20251007 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Creative Planning Employee Investment, LLC CENTRAL INDEX KEY: 0001850309 ORGANIZATION NAME: EIN: 861646260 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-559990 FILM NUMBER: 251378514 BUSINESS ADDRESS: STREET 1: 5454 WEST 110TH STREET CITY: OVERLAND PARK STATE: KS ZIP: 66211 BUSINESS PHONE: 913-754-1368 MAIL ADDRESS: STREET 1: 5454 WEST 110TH STREET CITY: OVERLAND PARK STATE: KS ZIP: 66211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Creative Planning Holdco, LLC CENTRAL INDEX KEY: 0002086659 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-559990-01 FILM NUMBER: 251378515 BUSINESS ADDRESS: STREET 1: 5454 W 110TH STREET CITY: OVERLAND PARK STATE: KS ZIP: 66211 BUSINESS PHONE: 8669095148 MAIL ADDRESS: STREET 1: 5454 W 110TH STREET CITY: OVERLAND PARK STATE: KS ZIP: 66211 D 1 primary_doc.xml X0708 D LIVE 0001850309 Creative Planning Employee Investment, LLC 5454 WEST 110TH STREET OVERLAND PARK KS KANSAS 66211 913-955-3676 DELAWARE None None Limited Liability Company true 0002086659 Creative Planning Holdco, LLC 5454 W 110TH STREET OVERLAND PARK KS KANSAS 66211 866-909-5148 DELAWARE None None Limited Liability Company true Dave Kaye 5454 W 110th St Overland Park KS KANSAS 66211 Executive Officer Director Chief Financial Officer of Creative Planning Holdco, LLC Lee Richardson 5454 W 110th St Overland Park KS KANSAS 66211 Executive Officer Chief Compliance Officer of Creative Planning Holdco, LLC Peter Mallouk 5454 W 110th St Overland Park KS KANSAS 66211 Executive Officer Chief Executive Officer of Creative Planning Holdco, LLC Investing Decline to Disclose 06b false 2025-09-22 false true false 26347 12383971 12383971 0 true 0 186 0 0 0 false Creative Planning Employee Investment, LLC /s/ Lee Richardson Lee Richardson Chief Compliance Officer of Creative Planning Holdco, LLC 2025-10-07 Creative Planning Holdco, LLC /s/ Lee Richardson Lee Richardson Chief Compliance Officer of Creative Planning Holdco, LLC 2025-10-07