U.S. federal trademark · Serial No. 99511461 · Reg. No. 8506070
Financial planning and investment advisory services; Financial planning; Financial planning consultation; Investment management; Investment fund management services; Providing information in the field of financial planning; Providing information in the field of estate planning; Financial planning, namely, creating strategies for managing business finances, cash flow and debt planning, employee benefits planning, estate planning, retirement planning, education and college planning, risk and insurance planning, career transition planning, tax planning, and equity compensation planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.