PREPARED FINANCIAL PLANNING Trademark
Trademark Overview
On Tuesday, March 18, 2025, a trademark application was filed for PREPARED FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the PREPARED FINANCIAL PLANNING trademark a serial number of 99090455. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, March 18, 2025. This trademark is owned by Prepared Financial Planning LLC. The PREPARED FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Investment management; Financial planning; Financial planning for retirement; Financial advice relating to tax; Financial investment analysis and stock research; Financial risk management consultation; Philanthropy consultation relating to charitable fundraising; Financial consultation in the field of estate planning reviews; Financial consultation in the field of retirement planning; Financial consultation in the field of tax planning; Financial consultation in the field of insurance and risk management assessments; Financial consultation in the field of philanthropic gifting
General Information
| Serial Number | 99090455 |
| Word Mark | PREPARED FINANCIAL PLANNING |
| Filing Date | Tuesday, March 18, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, March 18, 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 | Investment management; Financial planning; Financial planning for retirement; Financial advice relating to tax; Financial investment analysis and stock research; Financial risk management consultation; Philanthropy consultation relating to charitable fundraising; Financial consultation in the field of estate planning reviews; Financial consultation in the field of retirement planning; Financial consultation in the field of tax planning; Financial consultation in the field of insurance and risk management assessments; Financial consultation in the field of philanthropic gifting |
| NOT AVAILABLE | No claim is made to the exclusive right to use FINANCIAL PLANNING, apart from the mark as shown. |
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 | Tuesday, March 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, June 15, 2023 |
| First Use In Commerce Date | Tuesday, August 1, 2023 |
Trademark Owner History
| Party Name | Prepared Financial Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Milwaukee, WI 53202 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 18, 2025 | NEW APPLICATION ENTERED |
| Tuesday, March 18, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 18, 2025 | APPLICATION FILING RECEIPT MAILED |
