Serial Number
99598777
Owner
RISE Wealth Resources, LLCAttorney
Joseph VitaleFiling Date
Jan 16, 2026
SPECIAL NEEDS PLANNING MADE SIMPLE Trademark
Serial Number: 99598777
Trademark Classes
Owner Contact Info
5509 S. Breezeway Ave
Sioux Falls, SD 57108
Entity Type: 16
Legal Representation
Correspondence Address
Joseph Vitale Indie Law, LLC
1440 W. Taylor Street #510
Chicago, IL 60607
United States
Trademark Details
Filing Date
January 16, 2026
Registration Date
Not Registered
Published for Opposition
July 21, 2026
Goods & Services
Financial advisory and consultancy services, namely, creating financial plans, preserving government benefits in the nature of financial planning and asset arrangement services designed to maintain eligibility for government assistance programs for individuals with disabilities, financial asset management in the nature of structuring financial assets for long-term care, financial trust planning for medical care needs of people with disabilities, and estate planning for people with disabilities
Education services, namely, providing online courses of instruction, providing speaking engagements in the nature of live presentations by educational speakers, conducting of conferences, providing instruction and providing facilitation in the nature of tutoring, all in the field of financial planning for people with disabilities