GENERATIONAL PLANNING FOR GENERATIONAL WEALTH Trademark

Serial Number: 99043951 • Registration: 8130333

GENERATIONAL PLANNING FOR GENERATIONAL WEALTH is a trademark filed by Erik Flegal on February 17, 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

Erik Flegal (7 trademarks)

357 N. Shelmore Blvd. Suite 2B
Mount Pleasant, SC 29464

Entity Type: 01

Legal Representation

Attorney of Record

James P Marion

618 trademarks filed View all →

Correspondence Address

James P Marion Law Offices of James P. Marion, Esq.

81 Compo Road S.

Westport, CT 06880

United States

Trademark Details

Filing Date

February 17, 2025

Registration Date

February 3, 2026

First Use Anywhere

March 1, 2025

First Use in Commerce

May 1, 2025

Goods & Services

Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Investment risk assessment services; Global investment research services; Hedge fund investment services; Capital investment consulting; Investment consultancy; Financial planning; Financial planning consultation; Financial planning and investment advisory services; Providing information in the field of financial planning