U.S. federal trademark · Serial No. 99037545 · Reg. No. 8163622
Insurance information, advisory, and consultancy services; financial information, advisory, and consultancy services; financial retirement plan consultancy services; financial planning and investment advisory services; financial planning consultation; wealth management services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, and development; financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services; financial portfolio analysis services; information, advisory, and consultancy services in the fields of employee financial benefits, executive financial benefits, employee financial benefit plans, and financial compensation plans and packages for employees; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
Entertainment services, namely, providing podcasts in the fields of insurance, finance, benefits, and financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.