Creative Planning Employee Investment, LLC
Filings
11
Total offered
$133M
Total sold
$130.3M
Activity
2025-01-27
through 2026-03-16
through 2026-03-16
Filings by year
2025
9
2026
2
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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CREATIVE PLANNING ADVISOR SERVICES, LLC
high CRD 801-80937
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CREATIVE PLANNING, LLC
high CRD 801-18564
Form D filings (11)
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0001014108-26-000017D · 2026-03-16 · InvestingOffering: $43,213,779Sold: $43,213,779
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0001014108-26-000014D · 2026-03-12 · InvestingOffering: $2,000,000Sold: $2,000,000
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0001014108-25-000084D · 2025-12-23 · InvestingOffering: $11,552,633Sold: $11,552,633
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0001014108-25-000083D · 2025-12-16 · InvestingOffering: $5,047,604Sold: $5,047,604
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0001014108-25-000081D · 2025-12-05 · InvestingOffering: $4,810,000Sold: $4,810,000
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0001014108-25-000062D · 2025-10-07 · InvestingOffering: $12,383,971Sold: $12,383,971
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0001014108-25-000060D · 2025-09-11 · InvestingOffering: $2,766,372
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0001014108-25-000049D · 2025-07-03 · InvestingOffering: $1,872,000Sold: $1,872,000
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0001014108-25-000039D · 2025-04-14 · InvestingOffering: $12,500,000Sold: $12,500,000
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0001014108-25-000026D · 2025-03-14 · InvestingOffering: $35,632,236Sold: $35,632,236
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0001014108-25-000015D · 2025-01-27 · InvestingOffering: $1,250,000Sold: $1,250,000