CREATIVE PLANNING HOLDCO, LLC
Profile
Company Names
CREATIVE PLANNING HOLDCO, LLC
Addresses
5454 WEST 110TH STREET, OVERLAND PARK, KS 66211
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Phone Numbers
913-955-3676
866-909-5148
Entity Type:
LIMITED LIABILITY COMPANY
Industry:
INVESTING
Year Incorporated:
> 5 years ago
State Incorporated:
DELAWARE
Total Amount Raised:
$93,512,666.00
Number of Funding Rounds:
9
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
9
2026-07-01
$5,025,000.00
$5,025,000.00
$0.00
Equity
8
2026-05-28
$5,250,000.00
$5,250,000.00
$0.00
Equity
7
2026-05-25
$4,229,679.00
$4,229,679.00
$0.00
Equity
6
2026-03-02
$2,000,000.00
$2,000,000.00
$0.00
Equity
5
2026-03-01
$43,213,779.00
$43,213,779.00
$0.00
Equity
4
2025-12-11
$11,552,633.00
$11,552,633.00
$0.00
Equity
3
2025-12-01
$5,047,604.00
$5,047,604.00
$0.00
Equity
2
2025-11-24
$4,810,000.00
$4,810,000.00
$0.00
Equity
1
2025-09-22
$12,383,971.00
$12,383,971.00
$0.00
Equity
People
First Name
Middle Name
Last Name
Titles
Related Companies
DAVE
KAYE
EXECUTIVE OFFICER, DIRECTOR
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#
