# Creative Planning Employee Investment, LLC — Form D

Creative Planning Employee Investment, LLC of OVERLAND PARK, KS, a company, filed a Form D exempt-offering notice with the SEC on 2022-01-05. The offering totals $2.0M, of which $2.0M was reported sold. Industry: Investing.

## Offering

- Filed: 2022-01-05
- Form: D
- Accession: 0001014108-22-000007
- Industry: Investing
- Exemptions: 06b
- Total offering: $2.0M
- Amount sold: $2.0M
- Minimum investment: $2.0M
- Investors: 1
- Date of first sale: 2021-12-31
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-427870

## Issuer

- Name: Creative Planning Employee Investment, LLC
- CIK: 0001850309
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2020
- Address: 5454 WEST 110TH STREET, OVERLAND PARK, KS, 66211
- Phone: 913-955-3676

## Officers, directors & promoters (9)

| Name | Role | Location |
| --- | --- | --- |
| Peter Mallouk | Executive Officer | Overland Park, KS |
| Peter Mallouk | Related Person | Overland Park, KS |
| Lee Richardson | Executive Officer | Overland Park, KS |
| Lee Richardson | Related Person | Overland Park, KS |
| Dave Kaye | Director | Overland Park, KS |
| Dave Kaye | Executive Officer | Overland Park, KS |
| Dave Kaye | Related Person | Overland Park, KS |
| David Kaye | Executive Officer | Calabasas, CA |
| Megan Schmitz | Executive Officer | Overland Park, KS |

## Other filings by this issuer (42)

_Showing 15 of 42 filings._

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-07-16](https://search.stillhousedata.com/formd/0001014108-26-000041) | D | $52.6M | $52.6M |
| [2026-07-13](https://search.stillhousedata.com/formd/0001014108-26-000039) | D | $750K | $750K |
| [2026-07-13](https://search.stillhousedata.com/formd/0001014108-26-000040) | D | $5.0M | $5.0M |
| [2026-06-09](https://search.stillhousedata.com/formd/0001014108-26-000034) | D | $4.2M | $4.2M |
| [2026-06-03](https://search.stillhousedata.com/formd/0001014108-26-000031) | D | $5.3M | $5.3M |
| [2026-03-16](https://search.stillhousedata.com/formd/0001014108-26-000017) | D | $43.2M | $43.2M |
| [2025-12-16](https://search.stillhousedata.com/formd/0001014108-25-000083) | D | $5.0M | $5.0M |
| [2025-10-07](https://search.stillhousedata.com/formd/0001014108-25-000062) | D | $12.4M | $12.4M |
| [2025-09-11](https://search.stillhousedata.com/formd/0001014108-25-000060) | D | $2.8M | — |
| [2025-07-03](https://search.stillhousedata.com/formd/0001014108-25-000049) | D | $1.9M | $1.9M |
| [2025-04-14](https://search.stillhousedata.com/formd/0001014108-25-000039) | D | $12.5M | $12.5M |
| [2025-03-14](https://search.stillhousedata.com/formd/0001014108-25-000026) | D | $35.6M | $35.6M |
| [2025-01-27](https://search.stillhousedata.com/formd/0001014108-25-000015) | D | $1.3M | $1.3M |
| [2024-12-30](https://search.stillhousedata.com/formd/0001014108-24-000065) | D | $28.0M | $28.0M |
| [2024-10-02](https://search.stillhousedata.com/formd/0001014108-24-000046) | D | $3.8M | $3.8M |

## More

- [CIK 1850309 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1850309&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001014108-22-000007.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.