SPECIAL NEEDS PLANNING MADE SIMPLE Trademark

Trademark Overview

On Friday, January 16, 2026, a trademark application was filed for SPECIAL NEEDS PLANNING MADE SIMPLE with the United States Patent and Trademark Office. The USPTO has given the SPECIAL NEEDS PLANNING MADE SIMPLE trademark a serial number of 99598777. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, January 16, 2026. This trademark is owned by RISE Wealth Resources, LLC. The SPECIAL NEEDS PLANNING MADE SIMPLE trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Financial advisory and consultancy services, namely, creating financial plans, preserving government benefits, structure assets for long-term care, medical care and estate planning for people with disabilities

Education services, namely, providing online courses, speaking engagements, conferences, instruction and facilitation in the field of financial planning for people with disabilities
special needs planning made simple

General Information

Serial Number99598777
Word MarkSPECIAL NEEDS PLANNING MADE SIMPLE
Filing DateFriday, January 16, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, January 16, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services, namely, creating financial plans, preserving government benefits, structure assets for long-term care, medical care and estate planning for people with disabilities
Goods and ServicesEducation services, namely, providing online courses, speaking engagements, conferences, instruction and facilitation in the field of financial planning for people with disabilities

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 16, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, January 16, 2026
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameRISE Wealth Resources, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSioux Falls, SD 57108

Trademark Events

Event DateEvent Description
Friday, January 16, 2026NEW APPLICATION ENTERED
Friday, January 16, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 16, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

simple made planning needs special financial disabilities people care namely services courses online providing