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 041 (Education & entertainment services), Class 042 (Scientific, technology & SaaS services).

What is the serial number for CREATIVE PLANNING?

The USPTO serial number for CREATIVE PLANNING is 98808749.

What is the registration number for CREATIVE PLANNING?

CREATIVE PLANNING is registered under USPTO registration number 7964790.

CRE

USPTO Trademark Record

REGISTERED

CREATIVE PLANNING

SN 98808749·Reg 7964790·Filed Oct 18, 2024

Owner CPI Holdco B, LLC

Education; providing of training; entertainment; sporting and cultural activities.; Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

CREATIVE PLANNING (Serial No. 98808749), Registration No. 7964790, is a registered US trademark filed on Oct 18, 2024 by CPI Holdco B, LLC. This trademark covers Class 041 (Education & entertainment services), Class 042 (Scientific, technology & SaaS services).

early section 8: September 30, 2031

Mark Intelligence

CREATIVE PLANNING (Reg. #7964790) is a registered US trademark that has been protecting its owner, CPI Holdco B, LLC, since 2024. The mark covers Class 041 (Education & entertainment services) and Class 042 (Scientific, technology & SaaS services) respectively. Goods and services include Education; providing of training; entertainment; sporting and cultural activities.; Scientific and technological service.... The mark faced 1 opposition proceeding during prosecution.

FILED

Oct 18, 2024

SERIAL

98808749

REG#

7964790

REGISTERED

Sep 30, 2025

Owner

Applicant

CPI Holdco B, LLC

Entity

LLC

State

Address

5454 W. 110th Street, Overland Park, KS, 66211

Country

Attorney

NameJonathan L. Hines

Law firm

Jonathan L. Hines Creative Planning Legal, P.A.

Docket

5028265-115

Address

5454 W 110th Street, Overland Park, KS 66211, United States

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Filing Information

StatusREGISTERED

Filing DateOct 18, 2024

Serial Number98808749

Registration No.7964790

Registration DateSep 30, 2025

Status DateSep 30, 2025

Published for OppositionAug 12, 2025

Mark TypeStandard characters

Attorney Docket5028265-115

Status DescriptionLive and registered

Filing Signals

FILED

2024

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Jul 01, 2023

First use in commerce: Jul 01, 2023

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

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Jul 01, 2023

First use in commerce: Jul 01, 2023

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

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

Status History

26 events

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

Apr 09, 2026

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 09, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 09, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Sep 30, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Sep 30, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Aug 12, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 12, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 06, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Jul 08, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jul 08, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jul 08, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jul 08, 2025

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 08, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

PREVIOUS ALLOWANCE COUNT WITHDRAWN

Jul 07, 2025

PREVIOUS ALLOWANCE COUNT WITHDRAWN

WITHDRAWN FROM PUB - OG REVIEW QUERY

Jun 17, 2025

WITHDRAWN FROM PUB - OG REVIEW QUERY

TEAS/EMAIL CORRESPONDENCE ENTERED

May 20, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

May 20, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 19, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 19, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

ASSIGNED TO EXAMINER

Apr 29, 2025

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

Apr 29, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Apr 29, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Apr 29, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Mar 25, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Oct 18, 2024

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 18, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

CREATIVE PLANNING

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Other Marks by CPI Holdco B, LLC

Other Marks in Class 041 — Education & entertainment services

Other Marks by Jonathan L. Hines

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