Creative Planning, LLC trademarks

United StatesLEI 254900A9E6SC2CI8V842

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
Coverage

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.

By office

By classA mark can cover several classes

Activity

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.

Disputes and deals

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.

Portfolio

Latest filings

The most recent applications across Creative Planning, LLC's owner names.

Browse all 47 register records
MarkStatusOfficeClassesFiled
INTEGRATED WEALTH APPROACHexaminingUSPTO35, 36, 452026-04-15
WHERE WEALTH WORKS TOGETHERallowedUSPTO35, 36, 452026-04-15
SAVEWISEregisteredUSPTO362025-03-12
YOUR FAITH, YOUR MONEYabandonedUSPTO412025-01-16
401(K) ROUNDTABLEregisteredUSPTO412024-06-26
FLOURISHWISEabandonedUSPTO362024-05-20
FAQ

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.

API

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}/analytics

    Portfolio, disputes and ownership changes

  • GET/v1/entities/{id}

    Company record, ticker, LEI and owner names

  • GET/v1/entities/{id}/trademarks

    Every trademark in the portfolio

GET /v1/entities/{id}/analytics
ID=ent_019eb70b-576f-765e-984d-851edce21f58
curl https://api.signa.so/v1/entities/$ID/analytics \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "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
    }
  }
}