The United States Patent and Trademark Office (USPTO) received an application to register the trademark
KAIZEN PLANNING & WEALTH MANAGEMENT LLC on Thursday, March 27, 2025.
The USPTO has assigned this trademark, KAIZEN PLANNING & WEALTH MANAGEMENT LLC, the serial number 99107414.
As of Thursday, March 27, 2025, this trademark filing's federal status is designated as 630.
The trademark KAIZEN PLANNING & WEALTH MANAGEMENT LLC falls under the Insurance Financial Services category and is associated with the service description of:
"Financial planning and investment advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial management of employee pension plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of pro...".
KAIZEN PLANNING & WEALTH MANAGEMENT LLC General Information
Serial Number
99107414
Word Mark
KAIZEN PLANNING & WEALTH MANAGEMENT LLC
Filing Date
Thursday, March 27, 2025
Status
630 - NEW APPLICATION – RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status Date
Thursday, March 27, 2025
Registration Number
0000000
Registration Date
NOT AVAILABLE
Mark Drawing
4 - STANDARD CHARACTER MARK
Published for Opposition Date
NOT AVAILABLE
Trademark Statements
Goods and Services
Financial planning and investment advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial management of employee pension plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial services, namely, wealth management services; Providing information in the field of wealth management
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active / Registered
Class Status Date
Thursday, March 27, 2025
Primary Code
036
First Use Anywhere Date
Tuesday, August 8, 2023
First Use In Commerce Date
Tuesday, August 8, 2023
KAIZEN PLANNING & WEALTH MANAGEMENT LLC Trademark Owner History
