Trademark Overview
On Friday, December 5, 2025, a trademark application was filed for CETERA PLANNING PARTNERS with the United States Patent and Trademark Office. The USPTO has given the CETERA PLANNING PARTNERS trademark a serial number of 99532392. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, April 16, 2026. This trademark is owned by Cetera Financial Holdings, Inc.. The CETERA PLANNING PARTNERS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Business management consulting and advisory services; Business management consulting services in the field of financial advisory, wealth management, and retirement planning services; Business management consulting services in the field of administration of business engaged in financial advisory, wealth management, and retirement planning services; Tax and taxation planning, advice, information and consultancy services
Education services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial advisory, wealth management, and retirement planning services
Financial advisory and consultancy services, namely, wealth management services; financial planning and investment advisory services; insurance and financial information and consultancy services; financial services, namely, estate settlement services; Trust services, namely, investment and trust company services; Financial trust planning
