Who owns the COLLECTIVE WEALTH PLANNING trademark?

The COLLECTIVE WEALTH PLANNING trademark is owned by Collective Wealth Planning, LLC.

What class is the COLLECTIVE WEALTH PLANNING trademark registered in?

The COLLECTIVE WEALTH PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for COLLECTIVE WEALTH PLANNING?

The USPTO serial number for COLLECTIVE WEALTH PLANNING is 99140731.

What is the registration number for COLLECTIVE WEALTH PLANNING?

COLLECTIVE WEALTH PLANNING is registered under USPTO registration number 8057277.

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Updated Sep 27, 2026·11 searches this week

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COL

USPTO Trademark Record

REGISTERED

COLLECTIVE WEALTH PLANNING

SN 99140731·Reg 8057277·Filed Apr 16, 2025

Owner Collective Wealth Planning, LLC

Financial, monetary and banking services; insurance services; real estate services.

COLLECTIVE WEALTH PLANNING (Serial No. 99140731), Registration No. 8057277, is a registered US trademark filed on Apr 16, 2025 by Collective Wealth Planning, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 09, 2031

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Mark Intelligence

COLLECTIVE WEALTH PLANNING (Reg. #8057277) is a registered US trademark that has been protecting its owner, Collective Wealth Planning, LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 16, 2025

SERIAL

99140731

REG#

8057277

REGISTERED

Dec 09, 2025

Filing Information

StatusREGISTERED

Filing DateApr 16, 2025

Serial Number99140731

Registration No.8057277

Registration DateDec 09, 2025

Status DateDec 09, 2025

Published for OppositionOct 21, 2025

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jun 30, 2022

First use in commerce: Jun 30, 2022

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

17 events

REGISTERED-PRINCIPAL REGISTER

Dec 09, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 09, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Oct 21, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 21, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 15, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Sep 22, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Sep 22, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Sep 22, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Sep 22, 2025

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 22, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

NON-FINAL ACTION WRITTEN

Sep 18, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Sep 18, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Sep 18, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Sep 11, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Apr 16, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Apr 16, 2025

APPLICATION FILING RECEIPT MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 16, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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