Who owns the THE ART AND SCIENCE OF FINANCIAL PLANNING trademark?

The THE ART AND SCIENCE OF FINANCIAL PLANNING trademark is owned by Kurt Swanson.

What class is the THE ART AND SCIENCE OF FINANCIAL PLANNING trademark registered in?

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

What is the serial number for THE ART AND SCIENCE OF FINANCIAL PLANNING?

The USPTO serial number for THE ART AND SCIENCE OF FINANCIAL PLANNING is 99196800.

What is the registration number for THE ART AND SCIENCE OF FINANCIAL PLANNING?

THE ART AND SCIENCE OF FINANCIAL PLANNING is registered under USPTO registration number 8148943.

THE

USPTO Trademark Record

REGISTERED

THE ART AND SCIENCE OF FINANCIAL PLANNING

SN 99196800·Reg 8148943·Filed May 22, 2025

Owner Kurt Swanson

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

THE ART AND SCIENCE OF FINANCIAL PLANNING (Serial No. 99196800), Registration No. 8148943, is a registered US trademark filed on May 22, 2025 by Kurt Swanson. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

early section 8: February 24, 2032

Mark Intelligence

THE ART AND SCIENCE OF FINANCIAL PLANNING (Reg. #8148943) is a registered US trademark that has been protecting its owner, Kurt Swanson, 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

May 22, 2025

SERIAL

99196800

REG#

8148943

REGISTERED

Feb 24, 2026

Owner

Applicant

Kurt Swanson

Entity

Individual

Address

4474 Via Pasear, San Diego, CA, 92122

Country

Attorney

NameKathryn Yoches

Law firm

Kathryn Yoches LegalForce RAPC Worldwide, P.C.

Docket

2108794

Address

446 E Southern Ave, Tempe, AZ 85282, United States

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Filing Information

StatusREGISTERED

Filing DateMay 22, 2025

Serial Number99196800

Registration No.8148943

Registration DateFeb 24, 2026

Status DateFeb 24, 2026

Published for OppositionJan 06, 2026

Mark TypeStandard characters

Attorney Docket2108794

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: Oct 12, 2013

First use in commerce: Oct 12, 2013

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

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 12, 2013

First use in commerce: Oct 12, 2013

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

16 events

REGISTERED-PRINCIPAL REGISTER

Feb 24, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 24, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Jan 06, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jan 06, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 31, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 09, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 05, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 05, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 05, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

ASSIGNED TO EXAMINER

Oct 09, 2025

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

Oct 09, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 09, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 09, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 29, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

May 22, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

May 22, 2025

APPLICATION FILING RECEIPT MAILED

THE ART AND SCIENCE OF FINANCIAL PLANNING

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