Creative Planning Employee Investment, LLC
Overland Park, KS
$77.8M
sold in all offerings
$77.8M
sold in all offerings
Creative Planning Employee Investment, LLC is a limited liability company based in Overland Park, KS in the Investing industry group. From June 3, 2026 to September 14, 2026 it filed 6 private fundraising filings for 6 offerings and reported $77.8 million sold in all.
Updated October 10, 2026 · newest filing Sep 14, 2026
Amount sold
$77.8M
All offerings, newest filing of each
Offered
$77.8M
Total amount sought
Offerings
6
6 filings with amendments
Newest offering
$9.9M
Sold, first filed Sep 14, 2026
Investors
33
In the newest offering
Min. investment
$100K
In the newest offering
Facts
- Type
- Limited liability company
- Place
- Overland Park, KS
- Industry group
- Investing
- Listed
- No
- First filing
- June 3, 2026
- Newest filing
- September 14, 2026
- Exemptions
- 506(b)
Offerings
6 offerings, newest first, each at its newest filing
| First filed | Amount sold | Offered | Investors | Min. investment | Exemptions | Securities |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | $9.9M | $9.9M | 33 | $100K | 506(b) | Equity |
| Jul 16, 2026 | $52.6M | $52.6M | 138 | $100K | 506(b) | Equity |
| Jul 13, 2026 | $5.0M | $5.0M | 6 | $352K | 506(b) | Equity |
| Jul 13, 2026 | $750K | $750K | 3 | $250K | 506(b) | Equity |
| Jun 9, 2026 | $4.2M | $4.2M | 7 | $17K | 506(b) | Equity |
| Jun 3, 2026 | $5.3M | $5.3M | 2 | $2.6M | 506(b) | Equity |
Filing history
6 filings, newest first. An amendment updates an earlier offering.
| Filed | Kind | Amount sold | Offered | Investors |
|---|---|---|---|---|
| Sep 14, 2026 | New offering | $9.9M | $9.9M | 33 |
| Jul 16, 2026 | New offering | $52.6M | $52.6M | 138 |
| Jul 13, 2026 | New offering | $5.0M | $5.0M | 6 |
| Jul 13, 2026 | New offering | $750K | $750K | 3 |
| Jun 9, 2026 | New offering | $4.2M | $4.2M | 7 |
| Jun 3, 2026 | New offering | $5.3M | $5.3M | 2 |
Related pages
Questions and answers
How much has Creative Planning Employee Investment, LLC raised in private offerings?
$77.8 million sold in 6 private offerings reported from Jun 3, 2026 to Sep 14, 2026, counting each offering once at its newest filing.
When did Creative Planning Employee Investment, LLC last file about a private offering?
September 14, 2026. Its newest offering reported $9.9 million sold of $9.9 million offered to 33 investors.
Which exemption does Creative Planning Employee Investment, LLC use?
506(b). Rule 506(b) does not allow public advertising.
Is Creative Planning Employee Investment, LLC a listed company?
No ticker is linked to this issuer, so it is private or no longer listed.
These are notices that issuers file about their own private offerings, not verified results. Amounts are as stated in the filing. Official public data from private fundraising filings, updated daily. Amount sold is what the issuer had sold when it filed; the offered amount is the total it wants to raise.