Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Creative Planning Employee Investment, LLC See All Filings	D	2025-12-23 14:01:32 UTC
Amount To Be Raised $11,552,633 Associated Brokers / Dealers N/A CIK Number 0001850309 Filed Document 0001014108-25-000084 Exclusions or Exemptions 506b Accepted Date 2025-12-23 14:01:32 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2025-12-16 16:45:22 UTC
Amount To Be Raised $5,047,604 Associated Brokers / Dealers N/A CIK Number 0001850309 Filed Document 0001014108-25-000083 Exclusions or Exemptions 506b Accepted Date 2025-12-16 16:45:22 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2025-12-05 14:31:24 UTC
Amount To Be Raised $4,810,000 Associated Brokers / Dealers N/A CIK Number 0001850309 Filed Document 0001014108-25-000081 Exclusions or Exemptions 506b Accepted Date 2025-12-05 14:31:24 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2025-10-07 10:01:29 UTC
Amount To Be Raised $12,383,971 Associated Brokers / Dealers N/A CIK Number 0001850309 Filed Document 0001014108-25-000062 Exclusions or Exemptions 506b Accepted Date 2025-10-07 10:01:29 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2025-09-11 11:26:59 UTC
Amount To Be Raised $2,766,372 Associated Brokers / Dealers N/A CIK Number 0001850309 Filed Document 0001014108-25-000060 Exclusions or Exemptions 506b Accepted Date 2025-09-11 11:26:59 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2025-07-03 12:04:43 UTC
Amount To Be Raised $1,872,000 Associated Brokers / Dealers N/A CIK Number 0001850309 Filed Document 0001014108-25-000049 Exclusions or Exemptions 506b Accepted Date 2025-07-03 12:04:43 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2025-04-14 11:22:37 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2025-03-14 11:36:05 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2025-01-27 11:00:16 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2024-12-30 12:28:50 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2024-10-02 12:29:51 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2024-10-02 12:18:20 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2024-04-08 16:13:35 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2023-11-02 10:45:04 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2023-10-03 10:17:44 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2023-10-02 09:35:34 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2023-09-05 10:56:08 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2023-09-05 10:08:55 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2023-08-01 13:33:26 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2023-03-09 15:32:49 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2023-03-06 16:42:54 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-10-03 17:14:22 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-07-05 11:11:41 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-03-22 12:00:00 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-03-09 14:29:04 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-01-04 17:45:49 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-01-04 17:38:44 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-01-04 17:33:10 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-01-04 17:27:38 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-01-04 17:20:07 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2022-01-04 17:08:47 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2021-12-15 19:25:59 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2021-12-15 19:19:18 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2021-12-15 11:19:53 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2021-12-15 11:10:19 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2021-10-01 18:20:57 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2021-06-01 11:30:24 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2021-04-12 11:54:41 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity
Creative Planning Employee Investment, LLC See All Filings	D	2021-03-10 16:13:52 UTC
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 UTC Type of Offering D Industry Investing Principal Place of Business KANSAS Revenue or Assets Decline to Disclose Type of Security Equity