INVESTUS FINANCIAL PLANNING Trademark

Serial Number: 99418641 • Registration: 8241521

INVESTUS FINANCIAL PLANNING is a trademark filed by INVESTUS FINANCIAL PLANNING, INC. on September 29, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

INVESTUS FINANCIAL PLANNING, INC.

P.O. Box 2043
Newport Beach, CA 92659

Entity Type: 03

Legal Representation

Attorney of Record

Joshua B. Goldberg

139 trademarks filed View all →

Correspondence Address

Joshua B. Goldberg Nath, Goldberg & Meyer

112 S. West Street

Alexandria, VA 22314

United States

Trademark Details

Filing Date

September 29, 2025

Registration Date

May 5, 2026

First Use Anywhere

July 14, 2004

First Use in Commerce

July 14, 2004

Published for Opposition

March 17, 2026

Goods & Services

Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial research; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments