Who owns the SAVEWISE trademark?

The SAVEWISE trademark is owned by Creative Planning, LLC.

What class is the SAVEWISE trademark registered in?

The SAVEWISE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SAVEWISE?

The USPTO serial number for SAVEWISE is 99080918.

What is the registration number for SAVEWISE?

SAVEWISE is registered under USPTO registration number 8011403.

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Updated Oct 22, 2026·13 searches this week

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USPTO Trademark Record

REGISTERED

SAVEWISE

SN 99080918·Reg 8011403·Filed Mar 12, 2025

Owner Creative Planning, LLC

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

SAVEWISE (Serial No. 99080918), Registration No. 8011403, is a registered US trademark filed on Mar 12, 2025 by Creative Planning, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: November 04, 2031

Mark Intelligence

SAVEWISE (Reg. #8011403) is a registered US trademark that has been protecting its owner, Creative Planning, LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 12, 2025

SERIAL

99080918

REG#

8011403

REGISTERED

Nov 04, 2025

Filing Information

StatusREGISTERED

Filing DateMar 12, 2025

Serial Number99080918

Registration No.8011403

Registration DateNov 04, 2025

Status DateNov 04, 2025

Published for OppositionSep 16, 2025

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 28, 2025

First use in commerce: Feb 28, 2025

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

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

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Status History

13 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

Nov 04, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Nov 04, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Sep 16, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 16, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 10, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO EXAMINER

Aug 13, 2025

ASSIGNED TO EXAMINER

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 13, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 10, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 12, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Mar 12, 2025

APPLICATION FILING RECEIPT MAILED

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