LUTZ FINANCIAL Trademark

Trademark Overview

On Wednesday, February 19, 2025, a trademark application was filed for LUTZ FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the LUTZ FINANCIAL trademark a serial number of 99047851. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, February 17, 2026. This trademark is owned by Lutz Financial Services, LLC. The LUTZ FINANCIAL trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Business contingency planning, business succession planning, tax planning

Financial services, namely, estate planning, retirement planning; financial wealth management advisory services
lutz financial

General Information

Serial Number99047851
Word MarkLUTZ FINANCIAL
Filing DateWednesday, February 19, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateTuesday, February 17, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 10, 2026

Trademark Statements

Goods and ServicesBusiness contingency planning, business succession planning, tax planning
NOT AVAILABLE"FINANCIAL"
Goods and ServicesFinancial services, namely, estate planning, retirement planning; financial wealth management advisory services

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 19, 2025
Primary Code035
First Use Anywhere DateWednesday, February 2, 2000
First Use In Commerce DateWednesday, February 2, 2000
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 20, 2025
Primary Code036
First Use Anywhere DateWednesday, February 2, 2000
First Use In Commerce DateWednesday, February 2, 2000

Trademark Owner History

Party NameLutz Financial Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68154

Trademark Events

Event DateEvent Description
Wednesday, February 19, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, February 19, 2025NEW APPLICATION ENTERED
Wednesday, February 19, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 25, 2025ASSIGNED TO EXAMINER
Friday, July 25, 2025NON-FINAL ACTION WRITTEN
Friday, July 25, 2025NON-FINAL ACTION E-MAILED
Friday, July 25, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 20, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 20, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 23, 2025SUSPENSION LETTER WRITTEN
Thursday, October 23, 2025LETTER OF SUSPENSION E-MAILED
Thursday, October 23, 2025NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, February 6, 2026TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Wednesday, February 11, 2026ASSIGNED TO LIE
Wednesday, February 11, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 11, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 12, 2026APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

financial lutz planning business services wealth management advisory retirement estate contingency