Creative Planning Employee Investment, LLC Form D filed July 13, 2026
- Disclosed offering amount
- $5.0M
- Regulation D exemption
- 506(b)
- SEC accession number
- 0001014108-26-000040
Public SEC Form D filing history
Creative Planning Employee Investment, LLC
FormDFlow indexes 4 public SEC Form D records for SEC CIK 0001850309.
- Public filing records
- 4
- Latest filing
- July 13, 2026
- Issuer state
- KS
SEC Form D filing history
Form D is a public notice filed with the SEC by an issuer claiming an exemption from Securities Act registration. The records below are ordered newest first and retain the issuer name disclosed in each filing.
Creative Planning Employee Investment, LLC Form D filed July 13, 2026
- Disclosed offering amount
- $750.0K
- Regulation D exemption
- 506(b)
- SEC accession number
- 0001014108-26-000039
Creative Planning Employee Investment, LLC Form D filed June 9, 2026
- Disclosed offering amount
- $4.2M
- Regulation D exemption
- 506(b)
- SEC accession number
- 0001014108-26-000034
Creative Planning Employee Investment, LLC Form D filed June 3, 2026
- Disclosed offering amount
- $5.3M
- Regulation D exemption
- 506(b)
- SEC accession number
- 0001014108-26-000031
About this public record
Filing names, dates, exemptions, and disclosed offering amounts come from public SEC EDGAR records. FormDFlow surfaces public-disclosure data from SEC EDGAR. Nothing here is investment advice.