FINANCIAL PLANNING STRATEGIES Trademark

Trademark Overview

On Sunday, February 18, 2024, a trademark application was filed for FINANCIAL PLANNING STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL PLANNING STRATEGIES trademark a serial number of 98410161. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Wednesday, April 9, 2025. This trademark is owned by Financial Planning Strategies, LLC. The FINANCIAL PLANNING STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning services, including retirement planning, investment strategy, wealth management and tax planning
financial planning strategies

General Information

Serial Number98410161
Word MarkFINANCIAL PLANNING STRATEGIES
Filing DateSunday, February 18, 2024
Status645 - FINAL REFUSAL - MAILED
Status DateWednesday, April 9, 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 services, including retirement planning, investment strategy, wealth management and tax planning
NOT AVAILABLE"FINANCIAL PLANNING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 20, 2025
Primary Code036
First Use Anywhere DateSunday, October 31, 1982
First Use In Commerce DateSunday, October 31, 1982

Trademark Owner History

Party NameFinancial Planning Strategies, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressColorado Springs, CO 80919

Trademark Events

Event DateEvent Description
Monday, February 19, 2024NEW APPLICATION ENTERED
Monday, September 9, 2024ASSIGNED TO EXAMINER
Friday, June 21, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 23, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 23, 2024NON-FINAL ACTION E-MAILED
Monday, September 23, 2024NON-FINAL ACTION WRITTEN
Saturday, December 7, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, December 7, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, December 7, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 7, 2025NON-FINAL ACTION E-MAILED
Friday, February 7, 2025NON-FINAL ACTION WRITTEN
Friday, February 7, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 20, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 20, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 25, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, March 25, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, March 25, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, April 9, 2025FINAL REFUSAL E-MAILED
Wednesday, April 9, 2025FINAL REFUSAL WRITTEN
Wednesday, April 9, 2025NOTIFICATION OF FINAL REFUSAL EMAILED

Related Keywords

strategies planning financial strategy wealth management investment retirement services including