Serial Number
99070842
Owner
Strategic Wealth Advisors Group, Inc.Attorney
Carrie BaderFirst Use Date
Aug 1, 2023
Filing Date
Mar 6, 2025
STRATEGIC WEALTH METHOD Trademark
Serial Number: 99070842 • Registration: 7952613
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 44 - Medical Services
Medical services; veterinary services; hygienic and beauty care for human beings or animals
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Carrie Bader ERISE IP, P.A.
7015 COLLEGE BLVD.
SUITE 700
OVERLAND PARK, KS 66211
United States
Trademark Details
Filing Date
March 6, 2025
Registration Date
September 16, 2025
First Use Anywhere
August 1, 2023
First Use in Commerce
August 1, 2023
Goods & Services
Tax and taxation planning, advice, information and consultancy services
Financial planning; financial consulting in the field of income planning, namely, consultation for Social Security maximization, income and expense analysis, inflation plans, and spousal financial and retirement plans and financial and wealth longevity protection; financial planning and consulting in the field of investment planning, namely, consultation for assessing risk and reducing risks to clients' portfolios, and comprehensive institutional money management; Medicare claims administration and consulting services rendered to individuals
Consulting services related to healthcare planning; healthcare consulting in the field of analyzing options for long-term healthcare
