FAMILY STRATEGIC PLANNING SYSTEM Trademark

Serial Number: 99211824 • Registration: 8095360

FAMILY STRATEGIC PLANNING SYSTEM is a trademark filed by Lifeworks IP, LLC on May 31, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Lifeworks IP, LLC (10 trademarks)

Grand Rapids, MI 49546

Entity Type: 16

Legal Representation

Attorney of Record

Monica J. Stover

445 trademarks filed View all →

Correspondence Address

Monica J. Stover Bodman PLC

99 Monroe Ave., NW

Suite 300

Grand Rapids, MI 49503

United States

Trademark Details

Filing Date

May 31, 2025

Registration Date

January 6, 2026

First Use Anywhere

April 1, 2017

First Use in Commerce

April 1, 2017

Published for Opposition

November 18, 2025

Goods & Services

Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services