INTEGRATED WEALTH APPROACH Trademark

Trademark Overview

On Wednesday, April 15, 2026, a trademark application was filed for INTEGRATED WEALTH APPROACH with the United States Patent and Trademark Office. The USPTO has given the INTEGRATED WEALTH APPROACH trademark a serial number of 99766062. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, July 17, 2026. This trademark is owned by Creative Planning, LLC. The INTEGRATED WEALTH APPROACH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:

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

Legal services; Legal advisory services; Providing information in the field of business law

Tax preparation; Tax advisory services; Tax planning; Tax assessment; Tax consultation; Tax and taxation planning, advice, information and consultancy services
integrated wealth approach

General Information

Serial Number99766062
Word MarkINTEGRATED WEALTH APPROACH
Filing DateWednesday, April 15, 2026
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, July 17, 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 ServicesFinancial 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
Goods and ServicesLegal services; Legal advisory services; Providing information in the field of business law
Goods and ServicesTax preparation; Tax advisory services; Tax planning; Tax assessment; Tax consultation; Tax and taxation planning, advice, information and consultancy services

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 15, 2026
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 15, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, April 15, 2026
Primary Code045
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
US

Trademark Events

Event DateEvent Description
Wednesday, April 15, 2026NEW APPLICATION ENTERED
Wednesday, April 15, 2026APPLICATION FILING RECEIPT MAILED
Wednesday, April 15, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 17, 2026ASSIGNED TO EXAMINER
Friday, July 17, 2026NON-FINAL ACTION WRITTEN
Friday, July 17, 2026NON-FINAL ACTION E-MAILED
Friday, July 17, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

approach wealth integrated services financial planning investment advisory advice management estate consultation legal