CLEARPLAN FINANCIAL - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
50079573
Word Mark
CLEARPLAN FINANCIAL
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2026-08-29
Filing Date
2026-08-29
Mark Drawing
3 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Design Searches
241525, 260102, 260502, 260520 - Other arrows. Plain single line circles. Plain single line triangles. Triangles inside other triangles.
Statements
Indication of Colors claimed
The color(s) blue, dark blue, silver, metallic silver, gray is/are claimed as a feature of the mark.
Description of Mark
The mark consists of The mark consists of a two-dimensional geometric logo positioned above two lines of stylized text. The top portion features a solid dark blue triangle pointing upward, outlined by a silver border. Superimposed over the triangle is a silver circular emblem with a vertical central bar and a arrow-like accent pointing upward. Below the triangular design, the word "CLEARPLAN" appears in uppercase dark blue lettering above a thin dark blue horizontal line. Below the horizontal line, the text "FINANCIAL, INC" appears in smaller, uppercase dark blue lettering.
Goods and Services
Financial planning; Investment advisory services; Financial portfolio management; Financial wealth management services; Financial planning for retirement; Estate planning; Insurance consultation; Financial analysis; Financial planning, namely, personalized financial strategy planning, asset allocation services, and financial risk management services; Financial advice relating to tax
Pseudo Mark
CLEAR PLAN FINANCIAL
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2026-08-29
Primary Code
036
First Use Anywhere Date
2007-07-01
First Use In Commerce Date
2007-07-01
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Robert E. Kloss
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2026-08-29 | NEW APPLICATION ENTERED |
| 2026-08-29 | APPLICATION FILING RECEIPT MAILED |
