EXCELWISE Trademark

Trademark Overview

On Monday, May 20, 2024, a trademark application was filed for EXCELWISE with the United States Patent and Trademark Office. The USPTO has given the EXCELWISE trademark a serial number of 98558604. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, February 6, 2026. This trademark is owned by Creative Planning, LLC. The EXCELWISE trademark is filed in the Insurance & Financial Services category with the following description:

Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
excelwise

General Information

Serial Number98558604
Word MarkEXCELWISE
Filing DateMonday, May 20, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, February 6, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesPooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
Pseudo MarkEXCEL WISE

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 20, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameCreative Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Trademark Events

Event DateEvent Description
Monday, May 20, 2024NEW APPLICATION ENTERED
Thursday, November 21, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 4, 2024ASSIGNED TO EXAMINER
Thursday, December 5, 2024NON-FINAL ACTION WRITTEN
Thursday, December 5, 2024NON-FINAL ACTION E-MAILED
Thursday, December 5, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 10, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 10, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 10, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, December 10, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, December 10, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, February 28, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 28, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, March 1, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 2, 2025SUSPENSION LETTER WRITTEN
Wednesday, April 2, 2025LETTER OF SUSPENSION E-MAILED
Wednesday, April 2, 2025NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, October 3, 2025SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Friday, February 6, 2026NON-FINAL ACTION WRITTEN
Friday, February 6, 2026NON-FINAL ACTION E-MAILED
Friday, February 6, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

excelwise services pooled retirement benefit plans employer fiduciary plan provider namely