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A partial report preview for CPI Holdco B, LLC is shown below.  Where indicated by "Yes," CreditRiskMonitor contains this information in its extensive database.  To get access to the full report and learn more about CreditRiskMonitor's robust financial risk analysis and timely news service, request a personalized demo and free trial today.

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CPI Holdco B, LLC
United States
Business Summary
CPI Holdco B, LLC is a holding company that operates as a legal entity that develops, registers, and sells securities for the purpose of financing its operations. The Company does business through its principal operating subsidiary, Creative Planning, LLC headquartered in Overland Park, Kansas. The original organization was founded in 1983.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
----Yes--

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
--Yes----

Industries
SIC Code Description
6719 Offices of holding companies, not elsewhere classified

Subsidiaries
Business Name Address City State/Province Country
Hatton Consulting, Inc. 5090 North 40th Street Phoenix AZ United States
Reilly Financial Advisors, LLC 7777 Alvarado Rd La Mesa CA United States
Daniels + Tansey, L.L.P 1013 Centre Road Wilmington DE United States
16 additional Subsidiary records available in full report.

Business Names
Business Name
BerganKDV
Castle Wealth Advisors, LLC
Coe Financial Services
16 additional Business Names available in full report.


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Wednesday, May 8, 2024