USPTO trademark

ENHANCED PLANNING

RegisteredUSPTOWord markClass 9Class 16Class 41

"ENHANCED PLANNING" is a word mark owned by Gradient Financial Group, LLC, filed at the USPTO on June 13, 2024. It is registered and covers classes 9, 16 and 41.

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Data current as of November 11, 2025Official USPTO record

As filed with the USPTO

Status: Registered; Since November 11, 2025
Filed: June 13, 2024
Registered: November 11, 2025
Expires: Not recorded
Application no.: 98600214
Registration no.: 8017469
Office: USPTO; United States Patent and Trademark Office
Mark type: Word mark; 3 classes

Ownership

Who owns ENHANCED PLANNING

The owner and representative on file with the office.

Owner

Gradient Financial Group, LLC

Arden Hills, United States

Representative

Z. Peter Sawicki

Westman, Champlin & Koehler, P.A.

Goods and services

What the mark covers

The products and services ENHANCED PLANNING is filed for, grouped by Nice class.

09Class 9 · Computers and Scientific Devices
Downloadable printable educational materials in the fields of finance and insurance, and estate planning
16Class 16 · Paper Goods and Printed Matter
Printed educational materials in the fields of finance and insurance, and estate planning
41Class 41 · Education and Entertainment
Educational services, namely, providing classes in the fields of finance and insurance, and estate planning

History

What has happened so far

Steps recorded by the USPTO, newest first.

November 11, 2025Notice of registration confirmation emailed
November 11, 2025Registered-principal register
September 23, 2025Official gazette publication confirmation e-mailed
September 23, 2025Published for opposition
September 17, 2025Notification of notice of publication e-mailed
August 21, 2025Approved for pub - principal register
July 29, 2025Teas/email correspondence entered
July 29, 2025Correspondence received in law office
July 29, 2025Teas response to office action received
June 16, 2025Notification of non-final action e-mailed

10 earlier steps on the official record.

FAQ

About ENHANCED PLANNING

Who owns the trademark "ENHANCED PLANNING"?

The USPTO trademark "ENHANCED PLANNING" (application 98600214) is owned by Gradient Financial Group, LLC.

What is the status of "ENHANCED PLANNING"?

Its status at the USPTO is: registered.

When was "ENHANCED PLANNING" registered?

It was registered on November 11, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull ENHANCED PLANNING and marks like it into your own product with one request.

GET/v1/trademarks/{id}
The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/events
Every step in the office history
GET/v1/proceedings?trademark_id={id}
Oppositions and cancellations against the mark

Get API key View docs

GET /v1/trademarks/{id}

ID=tm_019d2932-333e-716c-8de9-8da8c49b7039
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"

Response

{
  "id": "tm_019d2932-333e-716c-8de9-8da8c49b7039",
  "object": "trademark",
  "mark_text": "ENHANCED PLANNING",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98600214",
  "filing_date": "2024-06-13",
  "nice_classes": [
    9,
    16,
    41
  ],
  "owners": [
    {
      "name": "Gradient Financial Group, LLC",
      "entity_id": null
    }
  ]
}