Found 33 results

Name Type of Offering Accepted Date
Creative Planning Employee Investment, LLC
D 2022-01-04 17:27:38
Amount To Be Raised $7,319,400
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000006
Exclusions or Exemptions 506b
Accepted Date 2022-01-04 17:27:38
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2021-03-10 16:13:52
Amount To Be Raised $15,661,436
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-21-000077
Exclusions or Exemptions 506b
Accepted Date 2021-03-10 16:13:52
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2023-03-06 16:42:54
Amount To Be Raised $4,108,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-23-000046
Exclusions or Exemptions 506b
Accepted Date 2023-03-06 16:42:54
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-03-22 12:00:00
Amount To Be Raised $8,000,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000084
Exclusions or Exemptions 506b
Accepted Date 2022-03-22 12:00:00
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2021-12-15 11:10:19
Amount To Be Raised $2,000,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-21-000219
Exclusions or Exemptions 506b
Accepted Date 2021-12-15 11:10:19
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-01-04 17:38:44
Amount To Be Raised $3,200,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000008
Exclusions or Exemptions 506b
Accepted Date 2022-01-04 17:38:44
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2023-09-05 10:56:08
Amount To Be Raised $1,300,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-23-000133
Exclusions or Exemptions 506b
Accepted Date 2023-09-05 10:56:08
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2023-10-03 10:17:44
Amount To Be Raised $5,408,300
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-23-000145
Exclusions or Exemptions 506b
Accepted Date 2023-10-03 10:17:44
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2025-03-14 11:36:05
Amount To Be Raised $35,632,236
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-25-000026
Exclusions or Exemptions 506b
Accepted Date 2025-03-14 11:36:05
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2021-12-15 11:19:53
Amount To Be Raised $1,000,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-21-000220
Exclusions or Exemptions 506b
Accepted Date 2021-12-15 11:19:53
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-01-04 17:33:10
Amount To Be Raised $2,000,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000007
Exclusions or Exemptions 506b
Accepted Date 2022-01-04 17:33:10
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-10-03 17:14:22
Amount To Be Raised $11,167,472
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000141
Exclusions or Exemptions 506b
Accepted Date 2022-10-03 17:14:22
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2023-11-02 10:45:04
Amount To Be Raised $3,224,667
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-23-000146
Exclusions or Exemptions 506b
Accepted Date 2023-11-02 10:45:04
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2025-04-14 11:22:37
Amount To Be Raised $12,500,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-25-000039
Exclusions or Exemptions 506b
Accepted Date 2025-04-14 11:22:37
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2025-01-27 11:00:16
Amount To Be Raised $1,250,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-25-000015
Exclusions or Exemptions 506b
Accepted Date 2025-01-27 11:00:16
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-03-09 14:29:04
Amount To Be Raised $31,713,562
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000078
Exclusions or Exemptions 506b
Accepted Date 2022-03-09 14:29:04
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2021-12-15 19:19:18
Amount To Be Raised $2,000,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-21-000222
Exclusions or Exemptions 506b
Accepted Date 2021-12-15 19:19:18
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-01-04 17:08:47
Amount To Be Raised $500,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000004
Exclusions or Exemptions 506b
Accepted Date 2022-01-04 17:08:47
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-01-04 17:45:49
Amount To Be Raised $638,600
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000009
Exclusions or Exemptions 506b
Accepted Date 2022-01-04 17:45:49
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2023-03-09 15:32:49
Amount To Be Raised $8,845,962
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-23-000048
Exclusions or Exemptions 506b
Accepted Date 2023-03-09 15:32:49
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2023-10-02 09:35:34
Amount To Be Raised $8,800,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-23-000144
Exclusions or Exemptions 506b
Accepted Date 2023-10-02 09:35:34
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2023-09-05 10:08:55
Amount To Be Raised $13,803,746
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-23-000132
Exclusions or Exemptions 506b
Accepted Date 2023-09-05 10:08:55
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2024-12-30 12:28:50
Amount To Be Raised $28,000,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-24-000065
Exclusions or Exemptions 506b
Accepted Date 2024-12-30 12:28:50
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2024-10-02 12:29:51
Amount To Be Raised $3,750,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-24-000046
Exclusions or Exemptions 506b
Accepted Date 2024-10-02 12:29:51
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2021-04-12 11:54:41
Amount To Be Raised $31,216,705
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-21-000095
Exclusions or Exemptions 506b
Accepted Date 2021-04-12 11:54:41
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2021-06-01 11:30:24
Amount To Be Raised $243,821
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-21-000127
Exclusions or Exemptions 506b
Accepted Date 2021-06-01 11:30:24
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-07-05 11:11:41
Amount To Be Raised $100,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000125
Exclusions or Exemptions 506b
Accepted Date 2022-07-05 11:11:41
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2021-10-01 18:20:57
Amount To Be Raised $3,850,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-21-000177
Exclusions or Exemptions 506b
Accepted Date 2021-10-01 18:20:57
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2021-12-15 19:25:59
Amount To Be Raised $250,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-21-000223
Exclusions or Exemptions 506b
Accepted Date 2021-12-15 19:25:59
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2022-01-04 17:20:07
Amount To Be Raised $4,000,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-22-000005
Exclusions or Exemptions 506b
Accepted Date 2022-01-04 17:20:07
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2023-08-01 13:33:26
Amount To Be Raised $800,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-23-000117
Exclusions or Exemptions 506b
Accepted Date 2023-08-01 13:33:26
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2024-04-08 16:13:35
Amount To Be Raised $6,712,500
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-24-000021
Exclusions or Exemptions 506b
Accepted Date 2024-04-08 16:13:35
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity
Creative Planning Employee Investment, LLC
D 2024-10-02 12:18:20
Amount To Be Raised $3,750,000
Associated Brokers / Dealers N/A
CIK Number 0001850309
Filed Document 0001014108-24-000045
Exclusions or Exemptions 506b
Accepted Date 2024-10-02 12:18:20
Type of Offering D
Industry Investing
Offering Tier N/A
Principal Place of Business KANSAS
Revenue or Assets Decline to Disclose
Type of Security Equity