KAIZEN PLANNING & WEALTH MANAGEMENT LLC Trademark
Trademark Overview
On Thursday, March 27, 2025, a trademark application was filed for KAIZEN PLANNING & WEALTH MANAGEMENT LLC with the United States Patent and Trademark Office. The USPTO has given the KAIZEN PLANNING & WEALTH MANAGEMENT LLC trademark a serial number of 99107414. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 27, 2025. This trademark is owned by Max Dembow. The KAIZEN PLANNING & WEALTH MANAGEMENT LLC trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial management of employee pension plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans; Financial services in the nature of providing an investment option availa...
General Information
| Serial Number | 99107414 |
| Word Mark | KAIZEN PLANNING & WEALTH MANAGEMENT LLC |
| Filing Date | Thursday, March 27, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, March 27, 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 planning and investment advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial management of employee pension plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial services, namely, wealth management services; Providing information in the field of wealth management |
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 | Thursday, March 27, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 8, 2023 |
| First Use In Commerce Date | Tuesday, August 8, 2023 |
Trademark Owner History
| Party Name | Max Dembow |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85250 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 27, 2025 | NEW APPLICATION ENTERED |
| Thursday, March 27, 2025 | APPLICATION FILING RECEIPT MAILED |
