LSIA WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, September 15, 2025, a trademark application was filed for LSIA WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the LSIA WEALTH MANAGEMENT trademark a serial number of 99392864. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Saturday, February 7, 2026. This trademark is owned by LS Investment Advisors, LLC. The LSIA WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals and families; Providing financial information services in the nature of estate planning guidance, insurance planning guidance and tax planning guidance
General Information
| Serial Number | 99392864 |
| Word Mark | LSIA WEALTH MANAGEMENT |
| Filing Date | Monday, September 15, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Saturday, February 7, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals and families; Providing financial information services in the nature of estate planning guidance, insurance planning guidance and tax planning guidance |
| Pseudo Mark | LS INVESTMENT ADVISORS 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 | Monday, September 15, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 31, 2020 |
| First Use In Commerce Date | Tuesday, March 31, 2020 |
Trademark Owner History
| Party Name | LS Investment Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bloomfield Hills, MI 48034 |
Trademark Events
| Event Date | Event Description |
| Monday, September 15, 2025 | NEW APPLICATION ENTERED |
| Monday, September 15, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, September 16, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 16, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, September 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, February 6, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 7, 2026 | ASSIGNED TO EXAMINER |
