BERNICKE WEALTH MANAGEMENT
LIVE

Serial Number

87134275

Owner

BERNICKE WEALTH MANAGEMENT, LTD

Attorney

Derek L. Prestin

First Use Date

Jun 29, 2016

Filing Date

Aug 10, 2016

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BERNICKE WEALTH MANAGEMENT Trademark

Serial Number: 87134275 • Registration: 5175571

BERNICKE WEALTH MANAGEMENT is a trademark filed by BERNICKE WEALTH MANAGEMENT, LTD on August 10, 2016. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

BERNICKE WEALTH MANAGEMENT, LTD (2 trademarks)

Altoona, WI 54720

Entity Type: 03

Trademark Details

Filing Date

August 10, 2016

Registration Date

April 4, 2017

First Use Anywhere

June 29, 2016

First Use in Commerce

June 29, 2016

Published for Opposition

January 17, 2017

Goods & Services

Educational services, namely, providing classes, seminars, workshops, webinars and presentations in the fields of financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, financial risk management, and distribution of educational materials in connection therewith; online electronic newsletters delivered by email in the fields of financial planning, investments, estate planning, retirement planning, tax planning, financial risk management and insurance planning

Tax and taxation planning, information and consultancy services

Newsletters, brochures, and informational sheets in the field of financial planning, investments, estate planning, retirement planning, tax planning, financial risk management, and insurance planning

Financial services, namely, financial planning, investment management, financial risk management, and estate planning services; financial information and advisory services; financial planning for retirement; financial consultancy and insurance consultancy; financial services, namely, wealth management services; financial retirement plan consulting services; investment advisory services

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Apr 4, 2026 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Feb 1, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 1, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 1, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Jul 14, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 4, 2022 REM1
REGISTERED-PRINCIPAL REGISTER
Apr 4, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 17, 2017 NPUB
PUBLISHED FOR OPPOSITION
Jan 17, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 28, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 2, 2016 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 28, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 27, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 27, 2016 TROA
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Nov 22, 2016 GEAN
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Nov 22, 2016 GEAP
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Nov 22, 2016 EPEN
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Nov 22, 2016 CPEA
ASSIGNED TO EXAMINER
Nov 21, 2016 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 17, 2016 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 16, 2016 NWOS
NEW APPLICATION ENTERED
Aug 13, 2016 NWAP