CREATIVE PLANNING EMPLOYEE INVESTMENT, LLC
Profile
Company Names
CREATIVE PLANNING EMPLOYEE INVESTMENT, LLC
Addresses
5454 W 110TH STREET, OVERLAND PARK, KS 66211
5454 WEST 110TH STREET, OVERLAND PARK, KS 66211
Phone Numbers
913-955-3676
913-356-5504
Entity Type:
LIMITED LIABILITY COMPANY
Industry:
INVESTING
Year Incorporated:
2020
State Incorporated:
DELAWARE
Total Amount Raised:
$322,986,673.00
Number of Funding Rounds:
36
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
36
2026-07-01
$750,000.00
$750,000.00
$0.00
Equity
35
2026-05-28
$5,250,000.00
$5,250,000.00
$0.00
Equity
34
2026-05-25
$4,229,679.00
$4,229,679.00
$0.00
Equity
33
2026-03-02
$2,000,000.00
$2,000,000.00
$0.00
Equity
32
2026-03-01
$43,213,779.00
$43,213,779.00
$0.00
Equity
31
2025-12-11
$11,552,633.00
$11,552,633.00
$0.00
Equity
30
2025-12-01
$5,047,604.00
$5,047,604.00
$0.00
Equity
29
2025-11-24
$4,810,000.00
$4,810,000.00
$0.00
Equity
28
2025-09-22
$12,383,971.00
$12,383,971.00
$0.00
Equity
27
2025-08-28
$0.00
$2,766,372.00
$2,766,372.00
Equity
26
2025-06-30
$1,872,000.00
$1,872,000.00
$0.00
Equity
25
2025-03-31
$12,500,000.00
$12,500,000.00
$0.00
Equity
24
2025-03-01
$35,632,236.00
$35,632,236.00
$0.00
Equity
23
2025-01-17
$1,250,000.00
$1,250,000.00
$0.00
Equity
22
2024-12-20
$28,000,000.00
$28,000,000.00
$0.00
Equity
21
2024-09-30
$3,750,000.00
$3,750,000.00
$0.00
Equity
20
2024-04-01
$6,712,500.00
$6,712,500.00
$0.00
Equity
19
2023-11-01
$3,224,667.00
$3,224,667.00
$0.00
Equity
18
2023-09-29
$5,408,300.00
$5,408,300.00
$0.00
Equity
17
2023-09-01
$13,803,746.00
$13,803,746.00
$0.00
Equity
16
2023-08-01
$800,000.00
$800,000.00
$0.00
Equity
15
2023-03-01
$8,845,962.00
$8,845,962.00
$0.00
Equity
14
2023-02-28
$4,108,000.00
$4,108,000.00
$0.00
Equity
13
2022-09-30
$11,167,472.00
$11,167,472.00
$0.00
Equity
12
2022-06-30
$100,000.00
$100,000.00
$0.00
Equity
11
2022-03-21
$8,000,000.00
$8,000,000.00
$0.00
Equity
10
2022-03-01
$31,713,562.00
$31,713,562.00
$0.00
Equity
9
2021-12-31
$638,600.00
$638,600.00
$0.00
Equity
8
2021-12-15
$250,000.00
$250,000.00
$0.00
Equity
7
2021-12-07
$1,000,000.00
$1,000,000.00
$0.00
Equity
6
2021-12-03
$2,000,000.00
$2,000,000.00
$0.00
Equity
5
2021-12-01
$2,000,000.00
$2,000,000.00
$0.00
Equity
4
2021-09-30
$3,850,000.00
$3,850,000.00
$0.00
Equity
3
2021-06-01
$243,821.00
$243,821.00
$0.00
Equity
2
2021-04-09
$31,216,705.00
$31,216,705.00
$0.00
Equity
1
2021-03-01
$15,661,436.00
$15,661,436.00
$0.00
Equity
People
First Name
Middle Name
Last Name
Titles
Related Companies
DAVE
KAYE
EXECUTIVE OFFICER, DIRECTOR
DAVID
KAYE
EXECUTIVE OFFICER
PETER
MALLOUK
EXECUTIVE OFFICER
LEE
RICHARDSON
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
