Form D · Investing

Creative Planning Employee Investment, LLC

Overland Park, KS · CIK 0001850309

Offering snapshot reported Sep 14, 2026 · SEC filing

Reported sold
$9.9M
Offering amount: $9.9M
Investors reported
33
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 1, 2026
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 14, 2026Initial$9,900,000No comparison33SEC filing
Jul 16, 2026Initial$52,600,000No comparison138SEC filing
Jul 13, 2026Initial$750,000No comparison3SEC filing
Jul 13, 2026Initial$5,025,000No comparison6SEC filing
Jun 9, 2026Initial$4,229,679No comparison7SEC filing
Jun 3, 2026Initial$5,250,000No comparison2SEC filing
Mar 16, 2026Initial$43,213,779No comparison295SEC filing
Mar 12, 2026Initial$2,000,000No comparison2SEC filing
Dec 23, 2025Initial$11,552,633No comparison32SEC filing
Dec 16, 2025Initial$5,047,604No comparison9SEC filing
Dec 5, 2025Initial$4,810,000No comparison2SEC filing
Oct 7, 2025Initial$12,383,971No comparison186SEC filing
Sep 11, 2025Initial$0No comparison1SEC filing
Jul 3, 2025Initial$1,872,000No comparison3SEC filing
Apr 14, 2025Initial$12,500,000No comparison10SEC filing
Mar 14, 2025Initial$35,632,236No comparison323SEC filing
Jan 27, 2025Initial$1,250,000No comparison1SEC filing
Dec 30, 2024Initial$28,000,000No comparison2SEC filing
Oct 2, 2024Initial$3,750,000No comparison2SEC filing
Oct 2, 2024Initial$3,750,000No comparison2SEC filing
Apr 8, 2024Initial$6,712,500No comparison3SEC filing
Nov 2, 2023Initial$3,224,667No comparison12SEC filing
Oct 3, 2023Initial$5,408,300No comparison8SEC filing
Oct 2, 2023Initial$8,800,000No comparison6SEC filing
Sep 5, 2023Initial$1,300,000No comparison4SEC filing
Sep 5, 2023Initial$13,803,746No comparison86SEC filing
Aug 1, 2023Initial$800,000No comparison1SEC filing
Mar 9, 2023Initial$8,845,962No comparison84SEC filing
Mar 6, 2023Initial$4,108,000No comparison11SEC filing
Oct 3, 2022Initial$11,167,472No comparison16SEC filing
Jul 5, 2022Initial$100,000No comparison1SEC filing
Mar 22, 2022Initial$8,000,000No comparison1SEC filing
Mar 9, 2022Initial$31,713,562No comparison186SEC filing
Jan 5, 2022Initial$638,600No comparison6SEC filing
Jan 5, 2022Initial$2,000,000No comparison1SEC filing
Jan 5, 2022Initial$3,200,000No comparison1SEC filing
Jan 4, 2022Initial$500,000No comparison1SEC filing
Jan 4, 2022Initial$4,000,000No comparison1SEC filing
Jan 4, 2022Initial$7,319,400No comparison4SEC filing
Dec 16, 2021Initial$2,000,000No comparison4SEC filing
Dec 16, 2021Initial$250,000No comparison1SEC filing
Dec 15, 2021Initial$2,000,000No comparison1SEC filing
Dec 15, 2021Initial$1,000,000No comparison1SEC filing
Oct 4, 2021Initial$3,850,000No comparison3SEC filing
Jun 1, 2021Initial$243,821No comparisonNot reportedSEC filing
Apr 12, 2021Initial$31,216,705No comparisonNot reportedSEC filing
Mar 10, 2021Initial$15,661,436No comparison85SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-597390

Source: Form D, filed Sep 14, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
David Kaye Executive
Dave Kaye Director, Executive
Peter Mallouk Executive
Lee Richardson Executive
Megan Schmitz Executive

Issuer details

Industry: Investing (See others in industry)

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