Serial Number
90851038
Owner
CPI Holdco B, LLCAttorney
Jonathan L. HinesFirst Use Date
Apr 15, 2021
Filing Date
Jul 27, 2021
CREATIVE PLANNING Trademark
Serial Number: 90851038 • Registration: 6819446
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Jonathan L. Hines Creative Planning Legal, P.A.
5454 W 110th Street
Overland Park, KS 66211
United States
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