USPTO trademark record

SAVEWISE

Live registered mark · Owner Creative Planning, LLC · Classes 36

Mark details

Owner: Creative Planning, LLC
Serial number: 99080918
Registration number: 8011403
Status: REGISTERED
Classes: 36 (Finance / insurance)
Filed: 2025-03-12
Registered: 2025-11-04
Goods / services: pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans

Register data as of 2026-11-09. Records can trail live filings — check the official USPTO search for the latest status before filing.

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