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 REGISTERED as of Tuesday, May 5, 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 | 700 - REGISTERED |
| Status Date | Tuesday, May 5, 2026 |
| Registration Number | 8241521 |
| Registration Date | Tuesday, May 5, 2026 |
| 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 | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92659
US |
| Party Name | INVESTUS FINANCIAL PLANNING, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92659
US |
| 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 |
| Wednesday, March 11, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 17, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 17, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 5, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 5, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
