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The International trademark CREATIVE PLANNING was filed as Word mark on 12/07/2021 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1650340 |
| Countries | 
|
| Base trademark |
No. ,
September 10, 2024
|
| Application date | December 7, 2021 |
| Expiration date | December 7, 2031 |
Trademark owner
5454 W. 110th Street
Overland Park KS 66211
US
Overland Park KS 66211
US
Trademark representatives
1700 Lincoln Street,
Suite 2000
US
goods and services
35
Tax preparation; consultancy relating to tax preparation and
tax filing services; accounting services relating to tax
planning; business appraisal services
36
Financial services, namely, investment advice, investment
management, investment consultation, investment of funds for
others; financial planning; estate planning services;
financial asset protection and management; financial
services, namely, coordination of an investment portfolio's
tax management needs; financial trust administration; estate
trust management; financial investment management in field
of qualified plans; insurance consultancy services, namely,
providing advice in the field of property and casualty
insurance; strategic corporate financial advisory services;
business valuation services
41
Education services, namely, providing non-downloadable
webinars in field of financial planning, investment
management, college savings, estate planning, probate,
trusts, foundations, and taxes; on-line publication of
journals or diaries featuring financial planning and
investment management; educational services, namely,
production of on-line podcasts in the fields of financial,
investment and tax advice
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| July 24, 2023 | 2023/30 Gaz | CH | Rejection |
| May 22, 2023 | 2023/21 Gaz | EM | Rejection |
| February 13, 2023 | 2023/7 Gaz | CH | Rejection |
| April 26, 2022 | 2022/18 Gaz | EM | Rejection |
| April 8, 2022 | 2022/15 Gaz | GB | Rejection |
| March 26, 2022 | 2022/14 Gaz | AU | Rejection |
| December 7, 2021 | 2022/9 Gaz | US | Registration |
ID: 141650340