USPTO trademark

SAVEWISE

RegisteredUSPTOWord markClass 36

"SAVEWISE" is a word mark owned by Creative Planning, LLC, filed at the USPTO on March 12, 2025. It is registered and covers class 36 (Insurance and Financial).

View Creative Planning, LLC portfolio Get this data via the API

Data current as of April 11, 2026Official USPTO record

As filed with the USPTO

Status: Registered; Since November 4, 2025
Filed: March 12, 2025
Registered: November 4, 2025
Expires: Not recorded
Application no.: 99080918
Registration no.: 8011403
Office: USPTO; United States Patent and Trademark Office
Mark type: Word mark; 1 class

Ownership

Who owns SAVEWISE

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Creative Planning, LLC

Overland Park, United States

47 trademarks in the portfolioView company

Representative

Jonathan L. Hines

Creative Planning Legal, P.A.

Goods and services

What the mark covers

The products and services SAVEWISE is filed for, grouped by Nice class.

36Class 36 · Insurance and Financial
pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans

History

What has happened so far

Steps recorded by the USPTO, newest first.

April 9, 2026Teas change of correspondence received
April 9, 2026Attorney/dom.rep.revoked and/or appointed
April 9, 2026Teas revoke/app/change addr of atty/dom rep received
November 4, 2025Notice of registration confirmation emailed
November 4, 2025Registered-principal register
September 16, 2025Official gazette publication confirmation e-mailed
September 16, 2025Published for opposition
September 10, 2025Notification of notice of publication e-mailed
August 13, 2025Approved for pub - principal register
August 13, 2025Assigned to examiner

3 earlier steps on the official record.

FAQ

About SAVEWISE

Who owns the trademark "SAVEWISE"?

The USPTO trademark "SAVEWISE" (application 99080918) is owned by Creative Planning, LLC.

What is the status of "SAVEWISE"?

Its status at the USPTO is: registered.

When was "SAVEWISE" registered?

It was registered on November 4, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull SAVEWISE and marks like it into your own product with one request.

GET/v1/trademarks/{id}
The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/events
Every step in the office history
GET/v1/proceedings?trademark_id={id}
Oppositions and cancellations against the mark

Get API key View docs

GET /v1/trademarks/{id}

ID=tm_019d2a8b-61b0-764d-9b74-c4a5b43b5da0
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"

Response

{
  "id": "tm_019d2a8b-61b0-764d-9b74-c4a5b43b5da0",
  "object": "trademark",
  "mark_text": "SAVEWISE",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "99080918",
  "filing_date": "2025-03-12",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Creative Planning, LLC",
      "entity_id": "ent_019eb70b-576f-765e-984d-851edce21f58"
    }
  ]
}