MHF WEALTH PARTNERS Trademark
Trademark Overview
On Wednesday, October 8, 2025, a trademark application was filed for MHF WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the MHF WEALTH PARTNERS trademark a serial number of 99432554. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, March 2, 2026. This trademark is owned by Retirement Mountain, LLC. The MHF WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Wealth and retirement management services, namely, retirement income and distribution planning; social security analysis; investment management; insurance planning; tax efficiency; and Roth conversion strategy planning; estate planning
General Information
| Serial Number | 99432554 |
| Word Mark | MHF WEALTH PARTNERS |
| Filing Date | Wednesday, October 8, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, March 2, 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 | Wealth and retirement management services, namely, retirement income and distribution planning; social security analysis; investment management; insurance planning; tax efficiency; and Roth conversion strategy planning; estate planning |
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 | Wednesday, October 8, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Retirement Mountain, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mequon, WI 53092
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, October 8, 2025 | NEW APPLICATION ENTERED |
| Wednesday, October 8, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, February 11, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 25, 2026 | ASSIGNED TO EXAMINER |
| Monday, March 2, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, March 2, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, March 2, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
