Who owns the LUTZ FINANCIAL trademark?

The LUTZ FINANCIAL trademark is owned by Lutz Financial Services, LLC.

What is the serial number for LUTZ FINANCIAL?

The USPTO serial number for LUTZ FINANCIAL is 99047851.

What is the registration number for LUTZ FINANCIAL?

LUTZ FINANCIAL is registered under USPTO registration number 8227487.

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Updated Sep 27, 2026·21 searches this week

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LUT

USPTO Trademark Record

REGISTERED

LUTZ FINANCIAL

Q: What class is the LUTZ FINANCIAL trademark registered in?

The LUTZ FINANCIAL trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

SN 99047851·Reg 8227487·Filed Feb 19, 2025

Owner Lutz Financial Services, LLC

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.

LUTZ FINANCIAL (Serial No. 99047851), Registration No. 8227487, is a registered US trademark filed on Feb 19, 2025 by Lutz Financial Services, LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

early section 8: April 28, 2032

Conflict Analysis

Full conflict analysis for LUTZ FINANCIAL (SN 99047851) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

LUTZ FINANCIAL (Reg. #8227487) is a registered US trademark that has been protecting its owner, Lutz Financial Services, LLC, since 2025. The mark covers Class 035 (Advertising, business management & retail services) and Class 036 (Insurance, financial & real estate services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Feb 19, 2025

SERIAL

99047851

REG#

8227487

REGISTERED

Apr 28, 2026

Filing Information

StatusREGISTERED

Filing DateFeb 19, 2025

Serial Number99047851

Registration No.8227487

Registration DateApr 28, 2026

Status DateApr 28, 2026

Published for OppositionMar 10, 2026

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Feb 02, 2000

First use in commerce: Feb 02, 2000

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 02, 2000

First use in commerce: Feb 02, 2000

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

23 events

REGISTERED-PRINCIPAL REGISTER

Apr 28, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Apr 28, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Mar 10, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 10, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 04, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 12, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO LIE

Feb 11, 2026

ASSIGNED TO LIE

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 11, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 11, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

Feb 06, 2026

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

SUSPENSION LETTER WRITTEN

Oct 23, 2025

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

Oct 23, 2025

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Oct 23, 2025

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 20, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 20, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 20, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

ASSIGNED TO EXAMINER

Jul 25, 2025

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

Jul 25, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jul 25, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 25, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

APPLICATION FILING RECEIPT MAILED

Feb 19, 2025

APPLICATION FILING RECEIPT MAILED

NEW APPLICATION ENTERED

Feb 19, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 19, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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