0001014108-26-000041.txt : 20260716 0001014108-26-000041.hdr.sgml : 20260716 20260716152047 ACCESSION NUMBER: 0001014108-26-000041 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: 20260716 DATE AS OF CHANGE: 20260716 EFFECTIVENESS DATE: 20260716 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: 021-591138 FILM NUMBER: 261179985 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: 021-591138-01 FILM NUMBER: 261179986 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 WEST 110TH STREET OVERLAND PARK KS KANSAS 66211 913-955-3676 DELAWARE None None Limited Liability Company true Dave Kaye 5454 WEST 110th STREET Overland Park KS KANSAS 66211 Executive Officer Director Chief Financial Officer of Creative Planning Holdco, LLC Lee Richardson 5454 WEST 110th STREET Overland Park KS KANSAS 66211 Executive Officer Chief Compliance Officer of Creative Planning Holdco, LLC Peter Mallouk 5454 WEST 110th STREET Overland Park KS KANSAS 66211 Executive Officer Chief Executive Officer of Creative Planning Holdco, LLC Investing Decline to Disclose 06b false 2026-07-01 false true false 100000 52600000 52600000 0 false 138 0 0 0 false Creative Planning Employee Investment, LLC /s/ Lee Richardson Lee Richardson Chief Compliance Officer of Creative Planning Holdco, LLC 2026-07-16 Creative Planning Holdco, LLC /s/ Lee Richardson Lee Richardson Chief Compliance Officer 2026-07-16