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 FINAL REFUSAL - MAILED as of Friday, October 24, 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 | 645 - FINAL REFUSAL - MAILED |
| Status Date | Friday, October 24, 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
| NOT AVAILABLE | "FINANCIAL PLANNING" |
| 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 |
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 |
| Monday, August 18, 2025 | ASSIGNED TO EXAMINER |
| Friday, August 22, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, August 22, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, August 22, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 22, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 22, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 22, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 24, 2025 | FINAL REFUSAL WRITTEN |
| Friday, October 24, 2025 | FINAL REFUSAL E-MAILED |
| Friday, October 24, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
