# Lee Richardson

Lee Richardson of OVERLAND PARK, KS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form D (2), Form ADV (1).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-12-26 | Form ADV | [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | CHIEF RISK AND CHIEF COMPLIANCE OFFICER | OVERLAND PARK, KS |
| 2026-06-03 | Form D | [Creative Planning Employee Investment, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1850309&type=&dateb=&owner=include&count=40) | Related Person | OVERLAND PARK, KS |
| 2025-12-23 | Form D | [Creative Planning Holdco, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2086659&type=&dateb=&owner=include&count=40) | Executive Officer | OVERLAND PARK, KS |


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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.