CreditRiskMonitor is a financial risk analysis and news service for credit, supply chain and financial professionals.  Our strength in coverage spans 58,000 global public companies, totaling about $70 trillion in corporate revenue.  We also offer solutions that can help ease private company financial risk assessment.  Leading corporations around the world – including more than 35% of the Fortune 1000, plus thousands more worldwide – rely on us to help them stay ahead of financial risk quickly, accurately and cost-effectively. 

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.

If you are already a subscriber and want to access the full report, click here.

CPI Holdco B, LLC
5454 W. 110th Street
Phone: (913) 338-2727p:913 338-2727 Overland Park, KS  66211  United States
Business Summary
CPI Holdco B, LLC is a financial services holding company. The Company operates through its principal subsidiary, Creative Planning, LLC, providing wealth management, investment advisory, financial planning, retirement planning, tax planning, estate planning, trust services, and insurance advisory services. It supports a network of registered investment advisers and related financial services businesses that serve individuals, families, businesses, and institutional clients.
(Source: AI Generated Content – Human Reviewed & Approved)

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

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
MASECO LLP The Kodak Building, 11 Keeley Street London United Kingdom
Hatton Consulting, Inc. 5090 North 40th Street Phoenix AZ United States
Reilly Financial Advisors, LLC 7777 Alvarado Rd La Mesa CA United States
22 additional Subsidiary records available in full report.

Business Names
Business Name
Abundance Financial Coaching LLC
Baseline Wealth Management
BerganKDV
27 additional Business Names available in full report.


Copyright © 2026 CreditRiskMonitor.com (Ticker: CRMZ). All rights reserved.     
By using this website, you accept the Terms of Use Agreement.
Tuesday, July 7, 2026