Who owns the CREATIVE PLANNING trademark?

The CREATIVE PLANNING trademark is owned by CPI Holdco B, LLC.

What class is the CREATIVE PLANNING trademark registered in?

The CREATIVE PLANNING trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

What is the serial number for CREATIVE PLANNING?

The USPTO serial number for CREATIVE PLANNING is 90851038.

What is the registration number for CREATIVE PLANNING?

CREATIVE PLANNING is registered under USPTO registration number 6819446.

CREATIVE PLANNING - Owned by CPI Holdco B, LLC - (Class 035, Class 036, Class 041)

What to file next

Section 8 declaration of continued use

When: Due between the fifth and sixth anniversary of registration.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed Section 8 cancels the registration, and there is no revival route for it.

How the Section 8 deadline works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Apr 15, 2021

First use in commerce: Apr 15, 2021

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 31, 1982

First use in commerce: Dec 31, 1982

Financial, monetary and banking services; insurance services; real estate services.

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Nov 22, 2017

First use in commerce: Nov 22, 2017

Education; providing of training; entertainment; sporting and cultural activities.

This description is as filed with the USPTO and defines the scope of trademark protection.

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

International Filings

Madrid Protocol1 filings

This mark has 1 Madrid Protocol filing on record with the USPTO.

1650340

480Dec 07, 2021

Source: USPTO Madrid International Filing Requests

Status History

18 events

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 09, 2026

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 09, 2026

Code ARAA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 09, 2026

Code TCCA

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jul 11, 2024

Code ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

May 23, 2024

Code ASCK

REGISTERED-PRINCIPAL REGISTER

Aug 16, 2022

Code R.PR

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 16, 2022

Code NRCC

PUBLISHED FOR OPPOSITION

May 31, 2022

Code PUBO

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 31, 2022

Code NPUB

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 11, 2022

Code NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 27, 2022

Code CNSA

EXAMINERS AMENDMENT -WRITTEN

Apr 26, 2022

Code CNEA

EXAMINERS AMENDMENT E-MAILED

Apr 26, 2022

Code GNEA

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Apr 26, 2022

Code GNEN

EXAMINER'S AMENDMENT ENTERED

Apr 26, 2022

Code XAEC

ASSIGNED TO EXAMINER

Apr 21, 2022

Code DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 24, 2021

Code NWOS

NEW APPLICATION ENTERED

Jul 30, 2021

Code NWAP

Other Marks by CPI Holdco B, LLC

Additional USPTO filings from the same owner.

CRE

CREATIVE PLANNING

98808749

CPI Holdco B, LLC

REGISTERED

98808764

CPI Holdco B, LLC

REGISTERED

CCR

C CREATIVE PLANNING

98808768

CPI Holdco B, LLC

REGISTERED

CRE

CREATIVE PLANNING

86007561

CPI HOLDCO B, LLC

REGISTERED

Other Marks in Class 035 — Advertising, business management & retail services

Recently filed and registered marks in the same international class.

CRE

CREATIVE PLANNING

86007561

CPI HOLDCO B, LLC

REGISTERED

CCR

C CREATIVE PLANNING

87112254

CPI HOLDCO B, LLC

REGISTERED

CCR

C CREATIVE PLANNING

90851338

CPI Holdco B, LLC

REGISTERED

PLA

PLANNING

98367748

IMC Financial Consulting, LLC

REGISTERED

Other Marks by Jonathan L. Hines

Additional USPTO filings handled by the same attorney of record.

TER

TERRAKAT

99290496

REGISTERED

TER

TERRAKAT

99292256

REGISTERED

DOW

DOWN THE MIDDLE

88711868

REGISTERED

SAV

SAVEWISE

99080918

REGISTERED

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CREATIVE PLANNING

What to file next

Full Goods & Services

Filing Basis & Declarations

International Filings

Other Marks by CPI Holdco B, LLC

Other Marks in Class 035 — Advertising, business management & retail services

Other Marks by Jonathan L. Hines

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

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