RETIREMENT INCOME/LIQUIDITY/LEGACY WATERFALL Trademark

Serial Number: 99765527

RETIREMENT INCOME/LIQUIDITY/LEGACY WATERFALL is a trademark filed by Wealth Building Cornerstones LLC on April 15, 2026. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 16 (Paper Goods). The application is currently pending registration.

Trademark Classes

9

Class 9 - Computers & Electronics

Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

41

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

42

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

16

Class 16 - Paper Goods

Paper and cardboard; printed matter; bookbinding material; photographs; stationery

Owner Contact Info

Wealth Building Cornerstones LLC (2 trademarks)

2923 Marketplace Dr.
Madison, WI 53719

Entity Type: 16

Legal Representation

Attorney of Record

Tyler T. Manley

35 trademarks filed View all →

Correspondence Address

Tyler T. Manley Axley LLP

2 E. Mifflin St.

Suite 200

Madison, WI 53703

United States

Trademark Details

Filing Date

April 15, 2026

Registration Date

Not Registered

First Use Anywhere

April 6, 2026

First Use in Commerce

April 6, 2026

Goods & Services

Providing on-line financial calculators; Providing information in the field of personal finance; Financial services, namely, wealth management services

Software as a service (SAAS) services featuring software for use in providing advice and consultation in the fields of personal finance and wealth management; Providing temporary use of on-line non-downloadable software for financial calculators for use in personal finance and wealth management.

Downloadable mobile applications for use in providing advice and consultation in the fields of personal finance and wealth management; computer software, namely, financial investment tools in the nature of financial calculators for personal finance and wealth management; downloadable presentations in the field of personal finance and wealth management.

Printed educational materials in the field of personal finance and wealth management

Education services, namely, providing web-based presentations, videos, and seminars in the fields of personal finance and wealth management.