INVESTUS FINANCIAL PLANNING Trademark
Trademark Overview
On Monday, September 29, 2025, a trademark application was filed for INVESTUS FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the INVESTUS FINANCIAL PLANNING trademark a serial number of 99418641. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, September 29, 2025. This trademark is owned by INVESTUS FINANCIAL PLANNING, INC.. The INVESTUS FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial research; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
General Information
| Serial Number | 99418641 |
| Word Mark | INVESTUS FINANCIAL PLANNING |
| Filing Date | Monday, September 29, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, September 29, 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 management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial research; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments |
| NOT AVAILABLE | "FINANCIAL PLANNING" |
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, September 29, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, July 14, 2004 |
| First Use In Commerce Date | Wednesday, July 14, 2004 |
Trademark Owner History
| Party Name | INVESTUS FINANCIAL PLANNING, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92659 |
Trademark Events
| Event Date | Event Description |
| Monday, September 29, 2025 | NEW APPLICATION ENTERED |
| Monday, September 29, 2025 | APPLICATION FILING RECEIPT MAILED |
