Lee Richardson of OVERLAND PARK, KS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lee Richardson appears on 3 filing roles across Form D (2), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-26 | Form ADV | CREATIVE PLANNING, LLC | CHIEF RISK AND CHIEF COMPLIANCE OFFICER | OVERLAND PARK, KS |
| 2026-06-03 | Form D | Creative Planning Employee Investment, LLC | Related Person | OVERLAND PARK, KS |
| 2025-12-23 | Form D | Creative Planning Holdco, LLC | Executive Officer | OVERLAND PARK, KS |