Serial Number
97910674
Owner
Orgel Wealth Management, LLCAttorney
John PickerillFirst Use Date
Oct 12, 2013
Filing Date
Apr 27, 2023
ORGEL WEALTH MANAGEMENT Trademark
Serial Number: 97910674 • Registration: 7432081
Trademark Classes
Owner Contact Info
2420 Rivers Edge Drive
Altoona, WI 54720
Entity Type: 16
Legal Representation
Trademark Details
Filing Date
April 27, 2023
Registration Date
July 2, 2024
First Use Anywhere
October 12, 2013
First Use in Commerce
October 12, 2013
Published for Opposition
April 16, 2024
Goods & Services
Financial planning and investment advisory services; financial services, namely, wealth management, investment management, financial planning, and financial retirement plan consulting services; investment management services, namely, financial investment strategy, financial investment portfolio management, monitoring financial markets for investment purposes, and global investment research services; strategic advisory services, namely, estate planning assistance, trust investment services, financial risk management advice services, and insurance analysis in the nature of insurance consultancy; family wealth advisory services, namely, investment management and financial consultancy services, family financial education in the nature of financial consultancy services, financial consulting services in the field of planned giving for non-profit and charitable organizations; financial retirement plan investment management and consulting services; non-profit and foundation investment management and consulting services in the nature of financial consulting services in the field of planned giving for non-profit and charitable organizations
Tax and taxation planning, advice, information and consultancy services; business consulting services; business succession planning; data compiling and analyzing in the field of insurance; preparing financial reports for others
Filing History
Related Trademarks
More from this Owner
INVEST FOR TOMORROW RETIREMENT PLAN
INVEST FOR TOMORROW RETIREMENT PLAN
SAVE FOR YOUR FUTURE RETIREMENT PLAN
SAVE FOR YOUR FUTURE RETIREMENT PLAN
SAVE FOR YOUR FUTURE RETIREMENT PLAN
INVEST FOR TOMORROW RETIREMENT PLAN