PURPOSEFUL WEALTH EXPERIENCE Trademark

Serial Number: 97142158 • Registration: 6935650

PURPOSEFUL WEALTH EXPERIENCE is a trademark filed by Guillaume & Freckman, Inc. on November 24, 2021. 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

Guillaume & Freckman, Inc.

24 South Bothwell Street
Palatine, IL 60067

Entity Type: 03

Legal Representation

Attorney of Record

Mark D. Swanson

202 trademarks filed View all →

Trademark Details

Filing Date

November 24, 2021

Registration Date

December 27, 2022

First Use Anywhere

November 1, 2015

First Use in Commerce

November 1, 2015

Published for Opposition

October 11, 2022

Goods & Services

Debt management services; Estate planning; Estate trust management; Estate trust planning; Financial planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment advice in the fields of securities, education and retirement; Investment advisory services; Investment management; Investment of funds for others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services