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Cpi Holdco B, LLC

Sole MemberCreative Planning, LLC

About Cpi Holdco B, LLC

Cpi Holdco B, 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 A

Frequently asked questions

Where does Cpi Holdco B, LLC work?

Cpi Holdco B, LLC is listed as Sole Member at Creative Planning, LLC on SEC Form ADV.

How much of Creative Planning, LLC does Cpi Holdco B, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Creative Planning, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2020
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