NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/28/2026
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Official data from USPTO
LUTZ FINANCIAL
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
LUTZ FINANCIAL
ST13
US500000099047851Class
35, 36
Filing
99047851
Registration
8227487
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
04/28/2026
Trademark type
Word
Nice classes
35, 36
Filing date
02/19/2025
Registration date
04/28/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/28/2026
Last transaction
04/28/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
02/02/2000
First use in commerce
02/02/2000
Drawing code
4
Owner type
16
Owner location
Omaha, NE, US
Examiner
STEEL, ALYSSA PALADINO
Law office
N60
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Lutz Financial Services, LLC
Representatives
Roberta L. Christensen KOLEY JESSEN P.C., L.L.O.
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business contingency planningbusiness succession planningtax planning
Class 36
Financial servicesestate planningretirement planning; financial wealth management advisory services
Publications
History of USPTO decisions and trademark events.
23 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
04/28/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/10/2026
PUBO
PUBLISHED FOR OPPOSITION
03/10/2026
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/04/2026
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/12/2026
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/11/2026
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/11/2026
ALIE
ASSIGNED TO LIE
02/11/2026
ERSI
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
02/06/2026
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
10/23/2025
GNSL
LETTER OF SUSPENSION E-MAILED
10/23/2025
CNSL
SUSPENSION LETTER WRITTEN
10/23/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/20/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/20/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/20/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/25/2025
GNRT
NON-FINAL ACTION E-MAILED
07/25/2025
CNRT
NON-FINAL ACTION WRITTEN
07/25/2025
DOCK
ASSIGNED TO EXAMINER
07/25/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/19/2025
NWAP
NEW APPLICATION ENTERED
02/19/2025
MAFR
APPLICATION FILING RECEIPT MAILED
02/19/2025
Continuous trademark protection
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