CREATIVE PLANNING, LLC logo

CREATIVE PLANNING, LLC

46 Marks
LLC
First Filed:Dec 21, 2011Latest Filed:Apr 15, 2026Address:5454 W 110th Street, Overland Park, KS 66211, US

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
36(78%)
Class 35
Advertising, Business Services & Retail
20(43%)
Class 41
Education and Entertainment
8(17%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
0(0%)
As Defendant
1(100%)

Top Firms

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Trademark Activity Timeline(2011 – 2026)

Trademark Portfolio

46 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
INTEGRATED WEALTH APPROACH
INTEGRATED WEALTH APPROACH
Service Mark
Word
PENDING
Owner:
Serial:99766062
Filed:Apr 15, 2026
Classes:35, 36, 45
Goods & Services
Class 035: Tax preparation; Tax advisory services; Tax planning; Tax assessment; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Class 036: 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; Class 045: Legal services; Legal advisory services; Providing information in the field of business law
WHERE WEALTH WORKS TOGETHER
WHERE WEALTH WORKS TOGETHER
Service Mark
Word
PENDING
Owner:
Serial:99766087
Filed:Apr 15, 2026
Classes:35, 36, 45
Goods & Services
Class 035: Tax preparation; Tax advisory services; Tax consultation; Tax assessment; Tax planning; Class 036: 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; Class 045: Legal services; Legal advisory services; Providing information in the field of business law
SAVEWISE
SAVEWISE
Service Mark
Word
REGISTERED
Owner:
Serial:99080918
Filed:Mar 12, 2025
Classes:36
Registration:8011403
Registered:Nov 4, 2025
Goods & Services
pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
YOUR FAITH, YOUR MONEY
YOUR FAITH, YOUR MONEY
Service Mark
Word
ABANDONED
Owner:
Serial:99002782
Filed:Jan 16, 2025
Classes:41
Goods & Services
Educational and entertainment services, namely, a continuing program about financial investment and tax advice accessible by radio; Entertainment services, namely, providing podcasts in the field of financial investment and tax advice
401(K) ROUNDTABLE
401(K) ROUNDTABLE
Service Mark
Word
REGISTERED
Owner:
Serial:98620607
Filed:Jun 26, 2024
Classes:41
Registration:7764024
Registered:Apr 15, 2025
Goods & Services
Educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice
EXCELWISE
EXCELWISE
Service Mark
Word
PENDING
Owner:
Serial:98558604
Filed:May 20, 2024
Classes:36
Goods & Services
Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
FLOURISHWISE
FLOURISHWISE
Service Mark
Word
ABANDONED
Owner:
Serial:98558591
Filed:May 20, 2024
Classes:36
Goods & Services
Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
YOUR TEAM AWAITS
YOUR TEAM AWAITS
Service Mark
Word
REGISTERED
Owner:
Serial:98453815
Filed:Mar 18, 2024
Classes:35, 36
Registration:7828600
Registered:Jun 10, 2025
Goods & Services
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; Tax preparation; tax advisory services; taxation planning, advice, information, and consultancy services
SUCCESSWISE
SUCCESSWISE
Service Mark
Word
ABANDONED
Owner:
Serial:97491315
Filed:Jul 6, 2022
Classes:36
ACCRUEWISE
ACCRUEWISE
Service Mark
Word
REGISTERED
Owner:
Serial:97398106
Filed:May 6, 2022
Classes:36
Registration:7166022
Registered:Sep 12, 2023
Goods & Services
Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
BUILDWISE
BUILDWISE
Service Mark
Word
REGISTERED
Owner:
Serial:97398110
Filed:May 6, 2022
Classes:36
Registration:7166023
Registered:Sep 12, 2023
Goods & Services
Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
SAVEWISE
SAVEWISE
Service Mark
Word
ABANDONED
Owner:
Serial:97398111
Filed:May 6, 2022
Classes:36
Goods & Services
Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
THRIVEWISE
THRIVEWISE
Service Mark
Word
REGISTERED
Owner:
Serial:97398099
Filed:May 6, 2022
Classes:36
Registration:7166021
Registered:Sep 12, 2023
Goods & Services
Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
RETHINK YOUR MONEY
RETHINK YOUR MONEY
Service Mark
Word
REGISTERED
Owner:
Serial:97388970
Filed:Apr 29, 2022
Classes:41
Registration:7079908
Registered:Jun 13, 2023
Goods & Services
Entertainment services, namely, providing an ongoing radio program in the field of financial and investment advice
A RICHER WAY TO WEALTH
A RICHER WAY TO WEALTH
Service Mark
Word
REGISTERED
Owner:
Serial:90851057
Filed:Jul 27, 2021
Classes:35, 36
Registration:7754931
Registered:Apr 8, 2025
Goods & Services
Estate planning services; Estate trust management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs; Financial trust administration; Investment management in field of qualified plans; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Tax advisory services; Tax preparation; Taxation planning, advice, information and consultancy services
WEALTH-CHANGING QUESTION
WEALTH-CHANGING QUESTION
Service Mark
Word
REGISTERED
Owner:
Serial:90851066
Filed:Jul 27, 2021
Classes:35, 36
Registration:7158257
Registered:Sep 5, 2023
Goods & Services
Tax advisory services; Tax preparation; Taxation planning, advice, information and consultancy services | Estate planning services; Estate trust management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs; Financial trust administration; Investment management in field of qualified plans; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance
AB401K
AB401K
Service Mark
Word
REGISTERED
Owner:
Serial:90845004
Filed:Jul 23, 2021
Classes:36
Registration:6679493
Registered:Mar 22, 2022
Goods & Services
Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services
AB401K A CREATIVE PLANNING OFFERING
AB401K A CREATIVE PLANNING OFFERING
Service Mark
Combined
REGISTERED
Owner:
Serial:90845018
Filed:Jul 23, 2021
Classes:36
Registration:6754153
Registered:Jun 7, 2022
Goods & Services
Class 036: Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services
AMERICA'S BEST 401K
AMERICA'S BEST 401K
Service Mark
Word
REGISTERED
Owner:
Serial:90844997
Filed:Jul 23, 2021
Classes:36
Registration:6843097
Registered:Sep 13, 2022
Goods & Services
Class 036: Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services
BAS
BAS
Service Mark
Word
REGISTERED
Owner:
Serial:90845025
Filed:Jul 23, 2021
Classes:35, 36
Registration:6803833
Registered:Jul 26, 2022
Goods & Services
Business valuation in the nature of business appraisals; business appraisal services | Financial appraisal and valuation of employee stock ownership plans; business valuation in the nature of business, stock option and pension valuation services
THE WORTH OF YOUR BUSINESS IS OUR BUSINESS
THE WORTH OF YOUR BUSINESS IS OUR BUSINESS
Service Mark
Word
ABANDONED
Owner:
Serial:90845033
Filed:Jul 23, 2021
Classes:35
THUN FINANCIAL
THUN FINANCIAL
Service Mark
Word
REGISTERED
Owner:
Serial:90845046
Filed:Jul 23, 2021
Classes:35, 36, 41
Registration:6672177
Registered:Mar 15, 2022
Goods & Services
Class 035: Tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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; insurance consultancy; Class 041: 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 journals, namely, blogs featuring financial planning and investment management
THROUGH THE NOISE
THROUGH THE NOISE
Trademark
Word
REGISTERED
Owner:
Serial:90613026
Filed:Mar 30, 2021
Classes:9
Registration:6769552
Registered:Jun 21, 2022
Goods & Services
Downloadable electronic newsletters delivered by e-mail in the field of financial, investment, and tax advice
EZ(K) FLEX
EZ(K) FLEX
Service Mark
Word
ABANDONED
Owner:
Serial:90339210
Filed:Nov 24, 2020
Classes:36
Goods & Services
Providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; insurance brokerage services; insurance and financial risk management services; providing brokerage, risk management, information and consulting in the field of employee retirement plan benefits; investment advisory services; investment management services; investment consultation services; fund investment consulting; consulting in the field of institutional investing and portfolio management; investment risk assessment services; financial advisory services in the fields of buying and selling stocks, funds, bonds, and other investments; financial asset consultation and advisory services; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting; "FLEX"
(K)PRAETORIAN
(K)PRAETORIAN
Service Mark
Word
PENDING
Owner:
Serial:90339229
Filed:Nov 24, 2020
Classes:36
Goods & Services
Providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; insurance brokerage services; insurance and financial risk management services; providing brokerage, risk management, information and consulting in the field of employee retirement plan benefits; investment advisory services; investment management services; investment consultation services; fund investment consulting; consulting in the field of institutional investing and portfolio management; investment risk assessment services; financial advisory services in the fields of buying and selling stocks, funds, bonds, and other investments; financial asset consultation and advisory services; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting
ENRICH YOUR JOURNEY
ENRICH YOUR JOURNEY
Service Mark
Word
ABANDONED
Owner:
Serial:90146947
Filed:Aug 29, 2020
Classes:36
SBSB FINANCIAL ADVISORS
SBSB FINANCIAL ADVISORS
Service Mark
Combined
ABANDONED
Owner:
Serial:90146938
Filed:Aug 29, 2020
Classes:36
Goods & Services
"FINANCIAL ADVISORS"
AVIATION FINANCIAL FREEDOM
AVIATION FINANCIAL FREEDOM
Service Mark
Word
REGISTERED
Owner:
Serial:90018767
Filed:Jun 24, 2020
Classes:35, 36
Registration:6270462
Registered:Feb 16, 2021
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
BIG 4 FINANCIAL FREEDOM
BIG 4 FINANCIAL FREEDOM
Service Mark
Word
REGISTERED
Owner:
Serial:90018814
Filed:Jun 24, 2020
Classes:35, 36
Registration:6270469
Registered:Feb 16, 2021
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
DENTAL FINANCIAL FREEDOM
DENTAL FINANCIAL FREEDOM
Service Mark
Word
REGISTERED
Owner:
Serial:90018760
Filed:Jun 24, 2020
Classes:35, 36
Registration:6270461
Registered:Feb 16, 2021
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
LAW ENFORCEMENT FINANCIAL FREEDOM
LAW ENFORCEMENT FINANCIAL FREEDOM
Service Mark
Word
REGISTERED
Owner:
Serial:90018806
Filed:Jun 24, 2020
Classes:35, 36
Registration:6270467
Registered:Feb 16, 2021
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
PHYSICIAN FINANCIAL FREEDOM
PHYSICIAN FINANCIAL FREEDOM
Service Mark
Word
REGISTERED
Owner:
Serial:90018799
Filed:Jun 24, 2020
Classes:35, 36
Registration:6270466
Registered:Feb 16, 2021
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
PRO BASEBALL FINANCIAL FREEDOM
PRO BASEBALL FINANCIAL FREEDOM
Service Mark
Word
REGISTERED
Owner:
Serial:90018790
Filed:Jun 24, 2020
Classes:35, 36
Registration:6270464
Registered:Feb 16, 2021
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
PRO BASKETBALL FINANCIAL FREEDOM
PRO BASKETBALL FINANCIAL FREEDOM
Service Mark
Word
REGISTERED
Owner:
Serial:90018794
Filed:Jun 24, 2020
Classes:35, 36
Registration:6270465
Registered:Feb 16, 2021
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
PRO FOOTBALL FINANCIAL FREEDOM
PRO FOOTBALL FINANCIAL FREEDOM
Service Mark
Word
REGISTERED
Owner:
Serial:90018781
Filed:Jun 24, 2020
Classes:35, 36
Registration:6270463
Registered:Feb 16, 2021
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
SOCIAL IMPACT FINANCIAL
SOCIAL IMPACT FINANCIAL
Service Mark
Word
REGISTERED
Owner:
Serial:90018819
Filed:Jun 24, 2020
Classes:35, 36
Registration:6230527
Registered:Dec 22, 2020
Goods & Services
Class 035: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; Class 036: 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
THE 411 ON 401K
THE 411 ON 401K
Service Mark
Word
REGISTERED
Owner:
Serial:88850034
Filed:Mar 27, 2020
Classes:41
Registration:6174243
Registered:Oct 13, 2020
Goods & Services
Educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice
THE STANDARD DEDUCTION
THE STANDARD DEDUCTION
Service Mark
Word
REGISTERED
Owner:
Serial:88731924
Filed:Dec 18, 2019
Classes:41
Registration:6087473
Registered:Jun 23, 2020
Goods & Services
Educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice
A THOUSAND MILES FROM WALL STREET
A THOUSAND MILES FROM WALL STREET
Service Mark
Word
REGISTERED
Owner:
Serial:88711873
Filed:Dec 2, 2019
Classes:41
Registration:6085568
Registered:Jun 23, 2020
Goods & Services
Educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice
DOWN THE MIDDLE
DOWN THE MIDDLE
Service Mark
Word
REGISTERED
Owner:
Serial:88711868
Filed:Dec 2, 2019
Classes:41
Registration:6085567
Registered:Jun 23, 2020
Goods & Services
Educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice
87658918
87658918
Service Mark
Design
CANCELLED
Owner:
Serial:87658918
Filed:Oct 25, 2017
Classes:35, 36
Registration:5491086
Registered:Jun 12, 2018
Goods & Services
Financial consultation services; investment consultation services; financial planning, financial advisory services in the field of gifts, and financial investment advisory services; business valuation services; financial planning for retirement in the nature of retirement account management; financial services, namely, retirement consultation and advisory services; estate planning consultation and advisory services; investment management services; financial advisory services in the fields of buying and selling stock, funds, bonds, and other investments; financial asset management services; financial asset consultation and advisory services; Tax advisory services; business succession planning services; business merger and acquisition advisory services; business consulting services
CASTLE INVESTMENT ADVISORS
CASTLE INVESTMENT ADVISORS
Service Mark
Word
CANCELLED
Owner:
Serial:87658929
Filed:Oct 25, 2017
Classes:36
Registration:5491089
Registered:Jun 12, 2018
Goods & Services
Investment management services; financial advisory services in the fields buying and selling stock, funds, bonds, and other investments; investment consultation services; financial asset management services; financial asset consultation and advisory services; financial planning for retirement in the nature of retirement account management services; financial services, namely, retirement consultation and advisory services; "INVESTMENT ADVISORS"
CASTLE VALUATION GROUP
CASTLE VALUATION GROUP
Service Mark
Word
CANCELLED
Owner:
Serial:87658905
Filed:Oct 25, 2017
Classes:35, 36
Registration:5491084
Registered:Jun 12, 2018
Goods & Services
Business valuation services; Business consulting services; business succession planning services; "VALUATION GROUP"
CASTLE
CASTLE
Service Mark
Combined
REGISTERED
Owner:
Serial:86972774
Filed:Apr 12, 2016
Classes:36
Registration:5086190
Registered:Nov 22, 2016
Goods & Services
Financial consultation; Financial planning and investment advisory services
AMERICA'S BEST 401K
AMERICA'S BEST 401K
Service Mark
Word
CANCELLED
Owner:
Serial:86180974
Filed:Jan 31, 2014
Classes:36
Registration:4668923
Registered:Jan 6, 2015
Goods & Services
Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services; "401K"
OPTIFOUR
OPTIFOUR
Service Mark
Word
CANCELLED
Owner:
Serial:85501125
Filed:Dec 21, 2011
Classes:35
Registration:4224634
Registered:Oct 16, 2012