Creative Planning, LLC trademarks
Creative Planning, LLC owns 47 unique trademarks in 1 jurisdiction, combined from 2 owner names in the registers. 33 of them are active.
- Unique trademarks
- 47
- Active70% of unique marks
- 33
- Jurisdictions
- 1
- Owner names grouped
- 2
Where Creative Planning, LLC protects its brands
Each mark counts once here: an international registration is grouped with its country designations, not counted once per country.
Filings per year
New trademarks Creative Planning, LLC has filed each year, counting each mark once.
- Peak year · 14 filed
- 2020
- 2022 to 2026 · filed
- 14
- First filing
- 2011
Filings by year: 2011: 1, 2014: 1, 2016: 1, 2017: 3, 2019: 4, 2020: 14, 2021: 9, 2022: 6, 2024: 4, 2025: 2, 2026: 2.
Oppositions, cancellations and ownership changes
Proceedings Creative Planning, LLC has been part of, and the assignments recorded against its marks.
Assignments & security interests
- Transactions
- 11
- Marks acquired
- 8
- Marks divested
- 4
- Marks with liens
- 28
- Unreleased security interests
- 1
- Assignment6
- Other2
- Release1
- Entity conversion1
- Security interest1
Recorded from 2020-05-08 to 2026-06-02.
Latest filings
The most recent applications across Creative Planning, LLC's owner names.
Browse all 47 register records| Mark | Status | Office | Classes | Filed |
|---|---|---|---|---|
| INTEGRATED WEALTH APPROACH | examining | USPTO | 35, 36, 45 | 2026-04-15 |
| WHERE WEALTH WORKS TOGETHER | allowed | USPTO | 35, 36, 45 | 2026-04-15 |
| SAVEWISE | registered | USPTO | 36 | 2025-03-12 |
| YOUR FAITH, YOUR MONEY | abandoned | USPTO | 41 | 2025-01-16 |
| 401(K) ROUNDTABLE | registered | USPTO | 41 | 2024-06-26 |
| FLOURISHWISE | abandoned | USPTO | 36 | 2024-05-20 |
About Creative Planning, LLC's trademarks
How many trademarks does Creative Planning, LLC own?
Creative Planning, LLC owns 47 unique trademarks across the registers Signa tracks.
How many of Creative Planning, LLC's trademarks are registered?
30 of Creative Planning, LLC's unique marks are registered.
Where does Creative Planning, LLC file the most trademarks?
Creative Planning, LLC holds the most marks at the USPTO, with 47 unique marks.
Get this data via the API
Every number on this page comes from the Signa API. Pull Creative Planning, LLC's portfolio into your own product with one request.
GET/v1/entities/{id}/analyticsPortfolio, disputes and ownership changes
GET/v1/entities/{id}Company record, ticker, LEI and owner names
GET/v1/entities/{id}/trademarksEvery trademark in the portfolio
ID=ent_019eb70b-576f-765e-984d-851edce21f58
curl https://api.signa.so/v1/entities/$ID/analytics \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"object": "analytics_report",
"subject": {
"id": "ent_019eb70b-576f-765e-984d-851edce21f58",
"object": "entity",
"name": "Creative Planning, LLC"
},
"portfolio": {
"mark_count": 47,
"active_count": 33,
"jurisdiction_spread": {
"US": 47
}
}
}