Creative Planning (cpi) Holdco, Inc. is listed as Member at Creative Planning, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Creative Planning, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Creative Planning (cpi) Holdco, Inc. work?
Creative Planning (cpi) Holdco, Inc. is listed as Member at Creative Planning, LLC on SEC Form ADV.
How much of Creative Planning, LLC does Creative Planning (cpi) Holdco, Inc. own?
Form ADV reports a beneficial ownership band of 50-75%.