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 NON-FINAL ACTION - MAILED as of Friday, July 25, 2025. This trademark is owned by Lutz Financial Services, LLC. The LUTZ FINANCIAL trademark is filed in the Advertising, Business and Retail Services category with the following description:

Financial services, namely, estate planning, contingency planning, succession planning, retirement planning, and tax planning; advisory wealth management services
lutz financial

General Information

Serial Number99047851
Word MarkLUTZ FINANCIAL
Filing DateWednesday, February 19, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, July 25, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, estate planning, contingency planning, succession planning, retirement planning, and tax planning; advisory wealth management 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

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 E-MAILED
Friday, July 25, 2025NON-FINAL ACTION WRITTEN
Friday, July 25, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

financial lutz planning services advisory management retirement wealth contingency namely estate