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Official data from USPTO

WENTZ FINANCIAL GROUP INVESTMENT MANAGEMENT FOR YOUR LIFETIME

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: CombinedOffice: US

Quick snapshot

WENTZ FINANCIAL GROUP INVESTMENT MANAGEMENT FOR YOUR LIFETIME

ST13

US500000086652950

Class

36

Filing

86652950

Registration

4954329

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

30

Latest update

09/17/2025

Classification

Registered

Trademark type

Combined

Nice classes

36

Filing date

06/05/2015

Registration date

05/10/2016

Expiration date

-

Recommended action

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Next step

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Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/16/2025

Last transaction

09/17/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

06/01/2005

First use in commerce

06/01/2005

Drawing code

3

Owner type

16

Owner location

Hudson, OH

Examiner

SOUDERS, MICHAEL

Current location

PUBLICATION AND ISSUE SECTION

Mark description

The mark consists of the word "WENTZ" written in green lettering starting with a capital letter "W", "FINANCIAL GROUP" written beneath in green letters in all capital letters, underlined by a gold line, with "INVESTMENT MANAGEMENT FOR YOUR LIFETIME" written in gold italic letters beneath the gold line, and a side-view full body image in the upper right corner of a gold bear facing left, with six vertical stripes, partially overlapping a side-view full body image of a green bull, with ten vertical stripes. The white represents background and/or transparent areas and is not part of the mark.

Holders and representatives

Holders

Wentz Financial Group, LLC

Representatives

Wentz Financial Group, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence

Publications

History of USPTO decisions and trademark events.

30 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

09/16/2025

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

09/16/2025

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

09/16/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/16/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

05/19/2025

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

05/11/2025

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

11/29/2021

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

11/29/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/26/2021

ES8R

TEAS SECTION 8 RECEIVED

07/07/2021

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

05/10/2021

R.PR

REGISTERED-PRINCIPAL REGISTER

05/10/2016

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

02/23/2016

PUBO

PUBLISHED FOR OPPOSITION

02/23/2016

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/03/2016

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

01/15/2016

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/08/2016

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/08/2016

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/08/2016

ALIE

ASSIGNED TO LIE

01/06/2016

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

12/28/2015

CEPE

COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED

09/23/2015

ALIE

ASSIGNED TO LIE

09/23/2015

GEAN

NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

09/23/2015

GEAP

EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

09/23/2015

CPEA

EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED

09/23/2015

DOCK

ASSIGNED TO EXAMINER

09/16/2015

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

06/12/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/11/2015

NWAP

NEW APPLICATION ENTERED

06/09/2015

Continuous trademark protection

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