SAVEWISE Trademark

Trademark Overview

On Wednesday, March 12, 2025, a trademark application was filed for SAVEWISE with the United States Patent and Trademark Office. The USPTO has given the SAVEWISE trademark a serial number of 99080918. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 12, 2025. This trademark is owned by Creative Planning, LLC. The SAVEWISE 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
savewise

General Information

Serial Number99080918
Word MarkSAVEWISE
Filing DateWednesday, March 12, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, March 12, 2025
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

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 12, 2025
Primary Code036
First Use Anywhere DateFriday, February 28, 2025
First Use In Commerce DateFriday, February 28, 2025

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
Wednesday, March 12, 2025NEW APPLICATION ENTERED
Wednesday, March 12, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

savewise services pooled retirement benefit plans employer fiduciary plan provider namely