Trademark Search  /  RETIREMENT INCOME/LIQUIDITY/LEGACY WATERFALL

RETIREMENT INCOME/LIQUIDITY/LEGACY WATERFALL

● Live · Pending

U.S. federal trademark · Serial No. 99765527

Mark
RETIREMENT INCOME/LIQUIDITY/LEGACY WATERFALL
Status
Pending
Serial Number
99765527
Filing Date
April 15, 2026
Class(es)
Class 009, Class 016, Class 036, Class 041, Class 042

Owner

Wealth Building Cornerstones LLC
16 · Madison, WI, US

Goods & Services

Providing on-line financial calculators; Providing information in the field of personal finance; Financial services, namely, wealth management services

Software as a service (SAAS) services featuring software for use in providing advice and consultation in the fields of personal finance and wealth management; Providing temporary use of on-line non-downloadable software for financial calculators for use in personal finance and wealth management.

Downloadable mobile applications for use in providing advice and consultation in the fields of personal finance and wealth management; computer software, namely, financial investment tools in the nature of financial calculators for personal finance and wealth management; downloadable presentations in the field of personal finance and wealth management.

Printed educational materials in the field of personal finance and wealth management

Education services, namely, providing web-based presentations, videos, and seminars in the fields of personal finance and wealth management.

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.