INTEGRATED WEALTH APPROACH Trademark

Serial Number: 99766062

INTEGRATED WEALTH APPROACH is a trademark filed by Creative Planning, LLC on April 15, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 45 (Legal & Security Services), Class 35 (Advertising & Business). The application is currently pending registration.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

45

Class 45 - Legal & Security Services

Legal services; security services for the protection of property and individuals

35

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Creative Planning, LLC (2 trademarks)

5454 W. 110th Street
Overland Park, KS 66211

Entity Type: 16

Legal Representation

Attorney of Record

Jonathan L Hines

2 trademarks filed View all →

Correspondence Address

Jonathan L Hines Creative Planning Legal, P.A.

5454 W 110th Street

Overland Park, KS 66211

United States

Trademark Details

Filing Date

April 15, 2026

Registration Date

Not Registered

Goods & Services

Financial advisory and consultancy services, namely, financial planning and wealth management services, investment advisory services, financial portfolio management; Financial advice relating to tax; Financial advice relating to income tax; Estate planning; Estate trust planning; Investment consultation; Investment advice; Investment management

Tax preparation; Tax advisory services; Tax planning; Tax assessment; Tax consultation; Tax and taxation planning, advice, information and consultancy services

Legal services; Legal advisory services; Providing information in the field of business law