USPTO trademark

WHERE WEALTH WORKS TOGETHER

AllowedUSPTOWord markClass 35Class 36Class 45

"WHERE WEALTH WORKS TOGETHER" is a word mark owned by Creative Planning, LLC, filed at the USPTO on April 15, 2026. It has been allowed and covers classes 35, 36 and 45.

View Creative Planning, LLC portfolioGet this data via the API
Official USPTO record
WHERE WEALTH WORKS TOGETHER trademark as filed
As filed with the USPTO
Status
Allowed
Since October 13, 2026
Filed
April 15, 2026
Registered
Not yet
Expires
Not recorded
Application no.
99766087
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
3 classes
Ownership

Who owns WHERE WEALTH WORKS TOGETHER

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 WHERE WEALTH WORKS TOGETHER is filed for, grouped by Nice class.

  • Tax preparation; Tax advisory services; Tax consultation; Tax assessment; Tax planning

  • Financial advisory and consultancy services, namely, Financial planning and wealth management services; investment advisory services; financial portfolio management; Financial advice relating to income tax; Financial advice relating to 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. Noa e-mailed - sou required from applicant
  2. Official gazette publication confirmation e-mailed
  3. Published for opposition
  4. Notification of notice of publication e-mailed
  5. Approved for pub - principal register
  6. Assigned to examiner
  7. Application filing receipt mailed
  8. New application office supplied data entered
  9. New application entered
FAQ

About WHERE WEALTH WORKS TOGETHER

Who owns the trademark "WHERE WEALTH WORKS TOGETHER"?

The USPTO trademark "WHERE WEALTH WORKS TOGETHER" (application 99766087) is owned by Creative Planning, LLC.

What is the status of "WHERE WEALTH WORKS TOGETHER"?

Its status at the USPTO is: allowed.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull WHERE WEALTH WORKS TOGETHER 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-d48a-760c-af6f-2c5ba1d4704e
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019da366-d48a-760c-af6f-2c5ba1d4704e",
  "object": "trademark",
  "mark_text": "WHERE WEALTH WORKS TOGETHER",
  "status": {
    "primary": "pending",
    "stage": "allowed"
  },
  "office_code": "US",
  "application_number": "99766087",
  "filing_date": "2026-04-15",
  "nice_classes": [
    35,
    36,
    45
  ],
  "owners": [
    {
      "name": "Creative Planning, LLC",
      "entity_id": "ent_019eb70b-576f-765e-984d-851edce21f58"
    }
  ]
}