U.S. federal trademark · Serial No. 85231584
Consulting and brokerage services for others in the fields of employee benefit plans concerning insurance and finance, estate planning, insurance, and annuities; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the financial administration of compensation and employee benefits plans, health and welfare plans, and qualified and non-qualified retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.