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Creative Planning Employee Investment LLC Files Form D

Creative Planning Employee Investment, LLC filed a Form D with the SEC on March 12, 2026, as per regulatory records.

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Creative Planning Employee Investment LLC Submits SEC Filing

Creative Planning Employee Investment, LLC, identified by CIK 0001850309, filed a Form D on March 12, 2026, according to SEC EDGAR. The filing is under the Securities Act of 1933, with Type D and Act 33 specified.

Filing Details

The Form D filing includes File No. 021-576358 and Film No. 26747258, and it was submitted with an accession number of 0001014108-26-000014. Another related entry in the filing has File No. 021-576358-01 and Film No. 26747259. The document size is 9 KB, as recorded in the SEC archives.

Company Information

Creative Planning Employee Investment, LLC has an EIN of 861646260 and is incorporated in Delaware, with a fiscal year end of December 31. A second EIN listed is 000000000, also incorporated in Delaware with the same fiscal year end, according to SEC EDGAR. As is widely known, Form D filings are used for exempt offerings under U.S. securities regulations.

Regulatory Context

The filing falls under Regulation D, which, as a widely recognized framework, allows for certain exemptions from registration requirements. This specific filing aligns with standard procedures for such disclosures, per SEC EDGAR.

Sources
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