PLANNED FINANCIAL STRATEGIES DON'T LEAVE RETIREMENT TO CHANCE. Trademark
Trademark Overview
On Thursday, October 24, 2024, a trademark application was filed for PLANNED FINANCIAL STRATEGIES DON'T LEAVE RETIREMENT TO CHANCE. with the United States Patent and Trademark Office. The USPTO has given the PLANNED FINANCIAL STRATEGIES DON'T LEAVE RETIREMENT TO CHANCE. trademark a serial number of 98819562. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, May 27, 2025. This trademark is owned by Planned Financial Strategies, LLC. The PLANNED FINANCIAL STRATEGIES DON'T LEAVE RETIREMENT TO CHANCE. trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance brokerage
General Information
| Serial Number | 98819562 |
| Word Mark | PLANNED FINANCIAL STRATEGIES DON'T LEAVE RETIREMENT TO CHANCE. |
| Filing Date | Thursday, October 24, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, May 27, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 27, 2025 |
Trademark Statements
| Description of Mark | The mark consists of a stylized lighthouse having three vertical bars increasing in length shown at the lower portion of the lighthouse with an arc below the lighthouse and three light beams at the top of the lighthouse emitting the light beams to the right with the stylized wording "PLANNED FINANCIAL" appearing over the stylized wording "STRATEGIES" and below is featured the stylized wording "DON'T LEAVE RETIREMENT TO CHANCE.". |
| Pseudo Mark | PLANNED FINANCIAL STRATEGIES DO NOT LEAVE RETIREMENT TO CHANCE |
| Goods and Services | Financial advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance brokerage |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "PLANNED FINANCIAL STRATEGIES" |
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 | Thursday, October 24, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Planned Financial Strategies, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Muskegon, MI 49445 |
| Party Name | Planned Financial Strategies, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Muskegon, MI 49445 |
Trademark Events
| Event Date | Event Description |
| Friday, October 25, 2024 | NEW APPLICATION ENTERED |
| Sunday, April 27, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, April 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 28, 2025 | ASSIGNED TO EXAMINER |
| Monday, April 28, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, April 28, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, April 28, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, April 28, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 21, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 27, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 27, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, April 28, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
