Trademark Overview
On Monday, November 3, 2025, a trademark application was filed for AMERIPLAN FINANCIAL PLAN with the United States Patent and Trademark Office. The USPTO has given the AMERIPLAN FINANCIAL PLAN trademark a serial number of 99475913. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, November 3, 2025. The AMERIPLAN FINANCIAL PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Providing financial advisory services, namely, investment consultation, strategic asset allocation, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning and multigenerational financial planning; financial services, namely, wealth management services; consulting and information concerning insurance; financial consultancy and insurance consultancy; financial advice
