CLEARPLAN WEALTH MANAGEMENT
LIVE

Serial Number

50149318

Owner

Robert E. Kloss

Filing Date

Oct 7, 2026

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CLEARPLAN WEALTH MANAGEMENT Trademark

Serial Number: 50149318

CLEARPLAN WEALTH MANAGEMENT is a trademark filed by Robert E. Kloss on October 7, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Robert E. Kloss (2 trademarks)

6470 New Taylor Road
Orchard Park, NY 14127

Entity Type: 01

Trademark Details

Filing Date

October 7, 2026

Registration Date

Not Registered

Goods & Services

Financial planning; Investment advisory services; Financial portfolio management; Financial wealth management services; Financial planning for retirement; Estate planning; Insurance consultation; Financial risk management; Financial analysis; Financial advisory and consultancy services; Financial planning, namely, tax planning, asset allocation, and personalized financial strategy services

Filing History

APPLICATION FILING RECEIPT MAILED
Oct 7, 2026 MAFR
NEW APPLICATION ENTERED
Oct 7, 2026 NWAP