Who owns the NEAT FINANCIAL PLANNING trademark?

The NEAT FINANCIAL PLANNING trademark is owned by Neat Financial Planning, LLC.

What is the serial number for NEAT FINANCIAL PLANNING?

The USPTO serial number for NEAT FINANCIAL PLANNING is 99442445.

What is the registration number for NEAT FINANCIAL PLANNING?

NEAT FINANCIAL PLANNING is registered under USPTO registration number 8253285.

NEA

USPTO Trademark Record

REGISTERED

NEAT FINANCIAL PLANNING

Q: What class is the NEAT FINANCIAL PLANNING trademark registered in?

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

SN 99442445·Reg 8253285·Filed Oct 14, 2025

Owner Neat Financial Planning, LLC

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

NEAT FINANCIAL PLANNING (Serial No. 99442445), Registration No. 8253285, is a registered US trademark filed on Oct 14, 2025 by Neat Financial Planning, LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

early section 8: May 12, 2032

Mark Intelligence

NEAT FINANCIAL PLANNING (Reg. #8253285) is a registered US trademark that has been protecting its owner, Neat Financial Planning, 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

Oct 14, 2025

SERIAL

99442445

REG#

8253285

REGISTERED

May 12, 2026

Owner

Applicant

Neat Financial Planning, LLC

Entity

LLC

State

Address

103 Rowell Ct, Upper Suite, Falls Church, VA, 22046

Country

Attorney

NameOlivia M. Muller

Law firm

Olivia M. Muller ERIK M. PELTON & ASSOCIATES, PLLC

Address

PO Box 100637, Arlington, VA 22210, United States

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Filing Information

StatusREGISTERED

Filing DateOct 14, 2025

Serial Number99442445

Registration No.8253285

Registration DateMay 12, 2026

Status DateMay 12, 2026

Published for OppositionMar 24, 2026

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Nov 15, 2023

First use in commerce: Nov 15, 2023

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

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 15, 2023

First use in commerce: Nov 15, 2023

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.

Status History

10 events

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 13, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

REGISTERED-PRINCIPAL REGISTER

May 12, 2026

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Mar 24, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 24, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 18, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO EXAMINER

Mar 03, 2026

ASSIGNED TO EXAMINER

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 03, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

NEW APPLICATION ENTERED

Oct 14, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Oct 14, 2025

APPLICATION FILING RECEIPT MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 14, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEAT FINANCIAL PLANNING

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Other Marks in Class 035 — Advertising, business management & retail services

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