Creative Planning Holdco, LLC
Sole MemberCreative Planning, LLC
About Creative Planning Holdco, LLC
Creative Planning Holdco, LLC is listed as Sole Member at Creative Planning, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Creative Planning, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Creative Planning Holdco, LLC work?
Creative Planning Holdco, LLC is listed as Sole Member at Creative Planning, LLC on SEC Form ADV.
How much of Creative Planning, LLC does Creative Planning Holdco, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Creative Planning, LLC
| Title | Sole Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |