KEYSTONE WEALTH MANAGEMENT Trademark
Serial Number: 99739821
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
David M Becker
999 Home Plaza, Suite 100G
Waterloo, IA 50701
United States
Trademark Details
Filing Date
April 1, 2026
Registration Date
Not Registered
First Use Anywhere
June 21, 2017
First Use in Commerce
June 21, 2017
Goods & Services
Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services