Creative Planning Employee Investment, LLC of OVERLAND PARK, KS, a company, filed a Form D exempt-offering notice with the SEC on 2026-06-03. The offering totals $5.3M, of which $5.3M was reported sold. Industry: Investing.
| Name | Role | Location |
|---|---|---|
| Dave Kaye | Related Person | Overland Park, KS |
| Peter Mallouk | Related Person | Overland Park, KS |
| Lee Richardson | Related Person | Overland Park, KS |
| Peter Mallouk | Executive Officer | Overland Park, KS |
| Lee Richardson | Executive Officer | Overland Park, KS |
| Dave Kaye | Director | Overland Park, KS |
| Dave Kaye | Executive Officer | Overland Park, KS |
| David Kaye | Executive Officer | Calabasas, CA |
| Megan Schmitz | Executive Officer | Overland Park, KS |
Showing 15 of 42 filings.
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2026-07-16 | D | $52.6M | $52.6M |
| 2026-07-13 | D | $750K | $750K |
| 2026-07-13 | D | $5.0M | $5.0M |
| 2026-06-09 | D | $4.2M | $4.2M |
| 2026-03-16 | D | $43.2M | $43.2M |
| 2025-12-16 | D | $5.0M | $5.0M |
| 2025-10-07 | D | $12.4M | $12.4M |
| 2025-09-11 | D | $2.8M | — |
| 2025-07-03 | D | $1.9M | $1.9M |
| 2025-04-14 | D | $12.5M | $12.5M |
| 2025-03-14 | D | $35.6M | $35.6M |
| 2025-01-27 | D | $1.3M | $1.3M |
| 2024-12-30 | D | $28.0M | $28.0M |
| 2024-10-02 | D | $3.8M | $3.8M |
| 2024-10-02 | D | $3.8M | $3.8M |