U.S. federal trademark · Serial No. 50054955
Consulting in the field of finance; Providing information in the field of personal finance; Financial advice; Financial consulting; Financial planning; Insurance consultancy; Life insurance brokerage; Insurance risk management; Wealth transfer planning; Financial wealth management services; Financial services, namely, wealth management services; Providing financial information via a website
Online publication of blogs; On-line journals, namely, blogs featuring financial, wealth, economic trends
Business management consulting and advisory services for the independent financial advisor industry; Business administration services in the field of independent financial advising; Business management consulting; Business organization and operation consultancy; Providing industry information relating to the management and operation of financial advisory practices; Business development services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.