EVERLEAP FINANCIAL PLANNING Trademark

Trademark Overview

On Saturday, November 22, 2025, a trademark application was filed for EVERLEAP FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the EVERLEAP FINANCIAL PLANNING trademark a serial number of 99511461. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, November 22, 2025. This trademark is owned by Zestful Financial Planning, LLC. The EVERLEAP FINANCIAL PLANNING trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Financial planning and investment advisory services; Financial planning; Financial planning consultation; Investment management; Investment fund management services; Providing information in the field of financial planning; Providing information in the field of estate planning; Financial planning, namely, creating strategies for managing business finances, cash flow and debt planning, employee benefits planning, estate planning, retirement planning, education and college planning, risk and insurance planning, career transition planning, tax planning, and equity compensation planning

Downloadable electronic publications in the nature of workbooks, guides, checklists, worksheets, printables, audio files, spreadsheets, and downloadable PDF files in the field of personal finance, financial planning, wealth management and financial independence; Downloadable educational media, namely, audio and multimedia files featuring personal finance, financial planning, wealth management and financial independence; Downloadable printable educational materials in the field of personal finance, financial planning, wealth management and financial independence

Education services, namely, providing live and on-line workshops, classes, seminars, webinars, and non-downloadable videos in the field of financial planning, personal finance, wealth management, financial independence, and business finance management; Coaching in the field of financial planning, personal finance, wealth management, financial independence, and business financial planning
everleap financial planning

General Information

Serial Number99511461
Word MarkEVERLEAP FINANCIAL PLANNING
Filing DateSaturday, November 22, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSaturday, November 22, 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 ServicesFinancial planning and investment advisory services; Financial planning; Financial planning consultation; Investment management; Investment fund management services; Providing information in the field of financial planning; Providing information in the field of estate planning; Financial planning, namely, creating strategies for managing business finances, cash flow and debt planning, employee benefits planning, estate planning, retirement planning, education and college planning, risk and insurance planning, career transition planning, tax planning, and equity compensation planning
Goods and ServicesDownloadable electronic publications in the nature of workbooks, guides, checklists, worksheets, printables, audio files, spreadsheets, and downloadable PDF files in the field of personal finance, financial planning, wealth management and financial independence; Downloadable educational media, namely, audio and multimedia files featuring personal finance, financial planning, wealth management and financial independence; Downloadable printable educational materials in the field of personal finance, financial planning, wealth management and financial independence
Goods and ServicesEducation services, namely, providing live and on-line workshops, classes, seminars, webinars, and non-downloadable videos in the field of financial planning, personal finance, wealth management, financial independence, and business finance management; Coaching in the field of financial planning, personal finance, wealth management, financial independence, and business financial planning

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateSaturday, November 22, 2025
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, November 22, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateSaturday, November 22, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameZestful Financial Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNewcastle, WA 98059

Trademark Events

Event DateEvent Description
Saturday, November 22, 2025NEW APPLICATION ENTERED
Saturday, November 22, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

planning financial everleap management finance field downloadable personal wealth independence files