US SEC Form D Record

Creative Planning Employee Investment, LLC

View External Record

SEC Filing Date

Mar 16, 2026

Capital / Financials

$43.2M Raised

Series B (Scale-up)

Registered Location

OVERLAND PARK,

Legal Status

295 Backers

Industry Classification

Investing

Corporate Dossier

Listed Founders / Executives

Dave Kaye
Lee Richardson
Peter Mallouk

Semantic Peers & Competitors ROOT: INVESTING

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Venture Backed US

NBSH Acquisition, LLC

$-1 Raised