TrademarkDir
CREATIVE PLANNING
LIVE

Serial Number

86007561

Owner

Creative Planning, Inc.

Attorney

Jonathan L. Hines

Filing Date

Jul 11, 2013

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CREATIVE PLANNING Trademark

Serial Number: 86007561 • Registration: 4494416

CREATIVE PLANNING is a trademark filed by Creative Planning, Inc. on July 11, 2013. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Creative Planning, Inc.

5454 W. 110th Street
Overland Park, KS 66211

Entity Type: 03

CPI HOLDCO B, LLC

5454 W. 110TH STREET
OVERLAND PARK, KS 66211

Entity Type: 16

Trademark Details

Filing Date

July 11, 2013

Registration Date

March 11, 2014

Published for Opposition

December 24, 2013

Goods & Services

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

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 9, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 9, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 9, 2026 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 11, 2024 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
May 29, 2024 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
May 29, 2024 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
May 29, 2024 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 29, 2024 APRE
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 23, 2024 ASCK
TEAS SECTION 8 & 9 RECEIVED
Feb 16, 2024 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 11, 2023 REM2
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 4, 2021 ASGN
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Feb 26, 2020 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 3, 2019 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 3, 2019 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 3, 2019 APRE
TEAS SECTION 8 & 15 RECEIVED
Jul 23, 2019 E815
AMENDMENT UNDER SECTION 7 - PROCESSED
May 6, 2019 A7OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 1, 2019 APRE
TEAS SECTION 7 REQUEST RECEIVED
Apr 17, 2019 ES7R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 11, 2019 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 28, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 28, 2019 REAP
REGISTERED-PRINCIPAL REGISTER
Mar 11, 2014 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 24, 2013 NPUB
PUBLISHED FOR OPPOSITION
Dec 24, 2013 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 4, 2013 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 19, 2013 PREV
ASSIGNED TO LIE
Nov 19, 2013 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 30, 2013 CNSA
EXAMINER'S AMENDMENT ENTERED
Oct 30, 2013 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Oct 30, 2013 GNEN
EXAMINERS AMENDMENT E-MAILED
Oct 30, 2013 GNEA
EXAMINERS AMENDMENT -WRITTEN
Oct 30, 2013 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 24, 2013 GNRN
NON-FINAL ACTION E-MAILED
Oct 24, 2013 GNRT
NON-FINAL ACTION WRITTEN
Oct 24, 2013 CNRT
ASSIGNED TO EXAMINER
Oct 24, 2013 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 19, 2013 NWOS
NEW APPLICATION ENTERED
Jul 15, 2013 NWAP

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