COPLANNING FINANCIAL Trademark
COPLANNING FINANCIAL is a USPTO trademark filed by CoPlanning Financial LLC. Status: Pending.
Trademark Facts
| Mark | COPLANNING FINANCIAL |
|---|---|
| Serial Number | 99688455 |
| Status | Pending |
| Filing Date | 2026-03-06 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services), 041 (Education & Entertainment) |
| Owner | CoPlanning Financial LLC |
Goods & Services
Class 036: Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial planning; Financial planning consultation; Financial planning for retirement; 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 risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for sto