U.S. federal trademark · Serial No. 87776003 · Reg. No. 5569105
Providing financial advisory services in the nature of investment management services, investment advisory services, investment planning, financial planning, portfolio planning, retirement planning, college planning, asset management, wealth management, wealth advisory, retirement plan design, retirement plan implementation, portfolio management, financial portfolio creation, fee-only investment management, fiduciary investment management, and financial risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.