FAMILY WEALTH STRATEGISTS Trademark

Serial Number: 99257714

FAMILY WEALTH STRATEGISTS is a trademark filed by Jeffrey Kent Olsen on June 27, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Jeffrey Kent Olsen

49 Ebb Tide Circle
Newport Beach, CA 92663

Entity Type: 01

Legal Representation

Correspondence Address

Jeffrey Kent Olsen

49 Ebb Tide Circle

Newport Beach, CA 92663

United States

Trademark Details

Filing Date

June 27, 2025

Registration Date

Not Registered

First Use Anywhere

March 10, 2025

First Use in Commerce

May 8, 2025

Goods & Services

Financial planning, namely, “Financial planning and investment advisory services; providing personalized financial guidance to individuals and families aligned with their values, legacy goals, and long-term wealth strategies; fiduciary wealth management services with a focus on multigenerational planning and life-purpose alignment.”