CREATIVE PLANNING, LLC Trademarks Page 1

CREATIVE PLANNING, LLC Trademarks

OPTIFOUR

Filed: December 21, 2011
Tax and taxation planning, advice, information and consultancy services
Owned by: CREATIVE PLANNING, LLC
Serial Number: 85501125

Filed: January 31, 2014
Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services…
Owned by: CREATIVE PLANNING, LLC
Serial Number: 86180974

CASTLE

Filed: April 12, 2016
Financial consultation; Financial planning and investment advisory services
Owned by: CREATIVE PLANNING, LLC
Serial Number: 86972774

CASTLE VALUATION GROUP

Filed: October 25, 2017
Business consulting services; business succession planning services
Owned by: CREATIVE PLANNING, LLC
Serial Number: 87658905

Image Trademark

Filed: October 25, 2017
Tax advisory services; business succession planning services; business merger and acquisition advisory services; business…
Owned by: CREATIVE PLANNING, LLC
Serial Number: 87658918

CASTLE INVESTMENT ADVISORS

Filed: October 25, 2017
Investment management services; financial advisory services in the fields buying and selling stock, funds, bonds, and other…
Owned by: CREATIVE PLANNING, LLC
Serial Number: 87658929

SBSB FINANCIAL ADVISORS

Filed: August 29, 2020
Financial planning services, tax advising and preparation services, investment consulting services, and portfolio advising…
Owned by: CREATIVE PLANNING, LLC
Serial Number: 90146938

ENRICH YOUR JOURNEY

EZ(K) FLEX

Filed: November 24, 2020
Providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer…
Owned by: CREATIVE PLANNING, LLC
Serial Number: 90339210