CUSTOM WEALTH PLANNERS Trademark
Trademark Overview
On Monday, January 27, 2025, a trademark application was filed for CUSTOM WEALTH PLANNERS with the United States Patent and Trademark Office. The USPTO has given the CUSTOM WEALTH PLANNERS trademark a serial number of 99019659. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, July 14, 2025. The CUSTOM WEALTH PLANNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Financial planning and investment advisory services; Investment management
General Information
| Serial Number | 99019659 |
| Word Mark | CUSTOM WEALTH PLANNERS |
| Filing Date | Monday, January 27, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, July 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, wealth management services; Financial planning and investment advisory services; Investment management |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 27, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 1, 2023 |
| First Use In Commerce Date | Friday, September 1, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Ankeny, IA 50023 |
Trademark Events
| Event Date | Event Description |
| Monday, January 27, 2025 | NEW APPLICATION ENTERED |
| Monday, January 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, January 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 8, 2025 | ASSIGNED TO EXAMINER |
| Monday, July 14, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, July 14, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, July 14, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
