USPTO trademark

INTEGRATED WEALTH APPROACH

Under examinationUSPTOWord markClass 35Class 36Class 45

"INTEGRATED WEALTH APPROACH" is a word mark owned by Creative Planning, LLC, filed at the USPTO on April 15, 2026. It is under examination and covers classes 35, 36 and 45.

View Creative Planning, LLC portfolioGet this data via the API
Official USPTO record
INTEGRATED WEALTH APPROACH trademark as filed
As filed with the USPTO
Status
Under examination
Since July 17, 2026
Filed
April 15, 2026
Registered
Not yet
Expires
Not recorded
Application no.
99766062
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
3 classes
Ownership

Who owns INTEGRATED WEALTH APPROACH

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 INTEGRATED WEALTH APPROACH is filed for, grouped by Nice class.

  • Tax preparation; Tax advisory services; Tax planning; Tax assessment; Tax consultation; Tax and taxation planning, advice, information and consultancy services

  • Financial advisory and consultancy services, namely, financial planning and wealth management services, investment advisory services, financial portfolio management; Financial advice relating to tax; Financial advice relating to income tax; Estate planning; Estate trust planning; Investment consultation; Investment advice; Investment management

  • Legal services; Legal advisory services; Providing information in the field of business law

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notification of non-final action e-mailed
  2. Non-final action e-mailed
  3. Non-final action written
  4. Assigned to examiner
  5. New application office supplied data entered
  6. Application filing receipt mailed
  7. New application entered
FAQ

About INTEGRATED WEALTH APPROACH

Who owns the trademark "INTEGRATED WEALTH APPROACH"?

The USPTO trademark "INTEGRATED WEALTH APPROACH" (application 99766062) is owned by Creative Planning, LLC.

What is the status of "INTEGRATED WEALTH APPROACH"?

Its status at the USPTO is: under examination.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull INTEGRATED WEALTH APPROACH 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 keyView docs
GET /v1/trademarks/{id}
ID=tm_019da366-d33b-71bd-847b-1c133232cb43
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019da366-d33b-71bd-847b-1c133232cb43",
  "object": "trademark",
  "mark_text": "INTEGRATED WEALTH APPROACH",
  "status": {
    "primary": "pending",
    "stage": "examining"
  },
  "office_code": "US",
  "application_number": "99766062",
  "filing_date": "2026-04-15",
  "nice_classes": [
    35,
    36,
    45
  ],
  "owners": [
    {
      "name": "Creative Planning, LLC",
      "entity_id": "ent_019eb70b-576f-765e-984d-851edce21f58"
    }
  ]
}