Creative Planning Employee Investment, LLC

What is a Form D filing?

A Form D is the notice a private company files with the U.S. Securities and Exchange Commission when raising capital through an offering exempt under Regulation D (Rule 506(b), 506(c), or 504). It discloses the offering but is not a solicitation, an endorsement, or a statement of investment merit. FormDFlow surfaces public-disclosure data from SEC EDGAR. Nothing here is investment advice.

Public filing directories

Browse directories that group public SEC Form D records by the same filing tags shown on this page. FormDFlow surfaces public-disclosure data from SEC EDGAR. Nothing here is investment advice.

Creative Planning Employee Investment LLC offering $750K anchors seed stage. LLC structure and employee investment focus suggest vehicle; 506(b) exemption filed July 2026 from Kansas.

Generated automatically by a language model from the public SEC filing; may contain errors. Verify against the source document on EDGAR. FormDFlow surfaces public-disclosure data from SEC EDGAR. Nothing here is investment advice.

Filing history

Creative Planning Employee Investment, LLC has filed 4 Form D filings totaling $15.3M that FormDFlow has indexed.

• July 13, 2026Reg D 506(b)$5.0M
• June 9, 2026Reg D 506(b)$4.2M
• June 3, 2026Reg D 506(b)$5.3M

Source

FormDFlow surfaces public-disclosure data from SEC EDGAR. Nothing here is investment advice.