NCU INVESTMENT SOLUTIONS Trademark of NAVIGANT CREDIT UNION - Serial Number 99263435

NCU INVESTMENT SOLUTIONS Trademark

Trademark Overview

On Wednesday, July 2, 2025, a trademark application was filed for NCU INVESTMENT SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the NCU INVESTMENT SOLUTIONS trademark a serial number of 99263435. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, July 2, 2025. This trademark is owned by NAVIGANT CREDIT UNION. The NCU INVESTMENT SOLUTIONS trademark is filed in the Paper & Printed Material Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Education services, namely, providing live and on-line workshops in the field of investments and financial planning; Providing on-line newsletters in the field of investments, finance and related subjects, namely, investing and saving for retirement and financial planning; Educational services, namely, conducting classes, workshops, seminars and conferences in the field of financial services and distribution of course and educational materials in connection therewith

Printed books in the field of financial and investment services; Printed pamphlets in the field of financial and investment services; Printed newsletters in the field of financial and investment services; Printed brochures about financial and investment services

Financial management; Financial advisory services; Investment advisory services; Financial planning; Financial services, namely, wealth management services; Financial analysis; Insurance agency and brokerage; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial management in the field of funding higher education; Mutual fund investment; Mutual fund advisory services; Investment management; Financial information provided by electronic means in the field of financial education to financial service providers

General Information

Serial Number	99263435
Word Mark	NCU INVESTMENT SOLUTIONS
Filing Date	Wednesday, July 2, 2025
Status	630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status Date	Wednesday, July 2, 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	Education services, namely, providing live and on-line workshops in the field of investments and financial planning; Providing on-line newsletters in the field of investments, finance and related subjects, namely, investing and saving for retirement and financial planning; Educational services, namely, conducting classes, workshops, seminars and conferences in the field of financial services and distribution of course and educational materials in connection therewith
Goods and Services	Printed books in the field of financial and investment services; Printed pamphlets in the field of financial and investment services; Printed newsletters in the field of financial and investment services; Printed brochures about financial and investment services
Goods and Services	Financial management; Financial advisory services; Investment advisory services; Financial planning; Financial services, namely, wealth management services; Financial analysis; Insurance agency and brokerage; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial management in the field of funding higher education; Mutual fund investment; Mutual fund advisory services; Investment management; Financial information provided by electronic means in the field of financial education to financial service providers

Classification Information

International Class	016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes	002, 005, 022, 023, 029, 037, 038, 050
Class Status Code	6 - Active
Class Status Date	Wednesday, July 2, 2025
Primary Code	016
First Use Anywhere Date	NOT AVAILABLE
First Use In Commerce Date	NOT AVAILABLE

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, July 2, 2025
Primary Code	036
First Use Anywhere Date	NOT AVAILABLE
First Use In Commerce Date	NOT AVAILABLE

International Class	041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes	100, 101, 107
Class Status Code	6 - Active
Class Status Date	Wednesday, July 2, 2025
Primary Code	041
First Use Anywhere Date	NOT AVAILABLE
First Use In Commerce Date	NOT AVAILABLE

Trademark Owner History

Party Name	NAVIGANT CREDIT UNION
Party Type	10 - Original Applicant
Legal Entity Type	46 - NOT AVAILABLE
Address	Smithfield, RI 02917

Trademark Events

Event Date	Event Description
Wednesday, July 2, 2025	NEW APPLICATION ENTERED
Wednesday, July 2, 2025	APPLICATION FILING RECEIPT MAILED

Related Keywords

solutions investment financial services field printed management planning namely advisory education