CREATIVE PLANNING
LIVE

Serial Number

90851038

Owner

CPI Holdco B, LLC

Attorney

Jonathan L. Hines

First Use Date

Apr 15, 2021

Filing Date

Jul 27, 2021

Add to watchlist:

No watchlists yet
View on USPTO

CREATIVE PLANNING Trademark

Serial Number: 90851038 • Registration: 6819446

CREATIVE PLANNING is a trademark filed by CPI Holdco B, LLC on July 27, 2021. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CPI Holdco B, LLC (8 trademarks)

5454 W. 110th Street
Overland Park, KS 66211

Entity Type: 16

Trademark Details

Filing Date

July 27, 2021

Registration Date

August 16, 2022

First Use Anywhere

April 15, 2021

First Use in Commerce

April 15, 2021

Published for Opposition

May 31, 2022

Goods & Services

Education services, namely, providing non-downloadable webinars in field of financial planning, investment management, college savings, estate planning, probate, trusts, foundations, and taxes; on-line journals, namely, blogs featuring financial planning and investment management; educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice

Business valuation services; business appraisal services

Financial trust administration; estate trust management; Investment management in field of qualified plans; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; strategic corporate financial advisory services

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
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 23, 2024 ASCK
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Aug 16, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
Aug 16, 2022 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 31, 2022 NPUB
PUBLISHED FOR OPPOSITION
May 31, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 11, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 27, 2022 CNSA
EXAMINER'S AMENDMENT ENTERED
Apr 26, 2022 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Apr 26, 2022 GNEN
EXAMINERS AMENDMENT E-MAILED
Apr 26, 2022 GNEA
EXAMINERS AMENDMENT -WRITTEN
Apr 26, 2022 CNEA
ASSIGNED TO EXAMINER
Apr 21, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 24, 2021 NWOS
NEW APPLICATION ENTERED
Jul 30, 2021 NWAP