PURPOSE THROUGH PLANNING Trademark

Serial Number: 98545851

PURPOSE THROUGH PLANNING is a trademark filed by Transcend Advisor Group LLC on May 11, 2024. 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 The application is currently no longer active.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

Transcend Advisor Group LLC

311 E. Chicago St
Milwaukee, WI 53202

Entity Type: 16

Legal Representation

Correspondence Address

Transcend Advisor Group LLC

311 E. Chicago St

Suite 210

Milwaukee, WI 53202

United States

Trademark Details

Filing Date

May 11, 2024

Registration Date

Not Registered

Published for Opposition

December 24, 2024

Goods & Services

Estate planning; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice; Financial advice relating to income tax; Financial advisory services; Financial asset management; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Life insurance brokerage; On-line financial planning services