CREATIVE PLANNING Trademark Information

Creative Planning, Inc.

tax preparation; tax advisory services; taxation planning, advice, information and consultancy services

financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; financial planning; estate planning services; financial asset protection and management; financial services, namely, coordination of an investment portfolio's tax management needs

Words that describe this mark

tax   preparation   tax   advisory   services   taxation   planning     advice     information   consultancy   services  

This is a brand page for the CREATIVE PLANNING trademark by Creative Planning, Inc.  in Leawood, KS, 66211.

Write a review about a product or service associated with this CREATIVE PLANNING trademark. Or, contact the owner Creative Planning, Inc. of the CREATIVE PLANNING trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the CREATIVE PLANNING trademark.

On Thursday, July 21, 2016, a U.S. federal trademark registration was filed for CREATIVE PLANNING by Creative Planning, Inc., Leawood, KS 66211. The USPTO has given the CREATIVE PLANNING trademark serial number of 87112254. The current federal status of this trademark filing is NEW APPLICATION FILED. The correspondent listed for CREATIVE PLANNING is JACQUELYN KNAPP of LATHROP & GAGE LLP, 10851 MASTIN BLVD., BUILDING 82, SUITE 1000 OVERLAND PARK, KS 66210-1669 . The CREATIVE PLANNING trademark is filed in the category of Advertising, Business & Retail Services , Insurance & Financial Services . The description provided to the USPTO for CREATIVE PLANNING is tax preparation; tax advisory services; taxation planning, advice, information and consultancy services.

Status/Status Date:
Serial Number: 87112254
Filing Date: 7/21/2016
Foreign Filing Deadline: Saturday, January 21, 2017
Registration Number: NOT AVAILABLE
Registration Date: NOT AVAILABLE
Goods and Services: tax preparation; tax advisory services; taxation planning, advice, information and consultancy services
Mark Description: The mark consists of a "C" design partially encircling a square, which is to the left of the words CREATIVE PLANNING.
Type Of Mark: Service Mark
Published For Opposition Date: N/A
Last Applicant/Owner: Creative Planning, Inc.
Leawood, KS 66211
Mark Drawing Code: Drawing/Design + Words
Design Search:
Diamonds that are completely or partially shaded (Geometric figures and solids - Diamonds) see more design...
Curved line(s), band(s) or bar(s) (Geometric figures and solids - Lines, bands, bars, chevrons and angles) see more design...
Register Type: Principal
Disclaimer: (NOT AVAILABLE)
OVERLAND PARK, KS 66210-1669

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Classification Information

Primary Class: Class (035) - Advertising; business management; business administration; office functions.
First Use Anywhere: 3/20/2016
First Use In Commerce: 3/20/2016
Primary Class: Class (036) - Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere: 3/20/2016
First Use In Commerce: 3/20/2016

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What our customers say:


I wasn't too sure what to expect when taking up services, but the professionalism from the site to the customer service is the slickest I have ever experienced.

Camryn, Surrey, UK
Current Trademark Status:
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JACQUELYN KNAPP is a correspondent of CREATIVE PLANNING trademark.

Current Overall Rating:
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