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 PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, February 24, 2026. 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, February 24, 2026 |
| 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 | Tuesday, March 17, 2026 |
Trademark Statements
| NOT AVAILABLE | "FINANCIAL PLANNING" |
| 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 |
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
US |
Trademark Events
| Event Date | Event Description |
| Monday, September 29, 2025 | NEW APPLICATION ENTERED |
| Monday, September 29, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, February 10, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 19, 2026 | ASSIGNED TO EXAMINER |
| Thursday, February 19, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
