Serial Number
90354666
Owner
White Oaks Wealth Advisors, Inc.Attorney
Kenneth D. SuzanFirst Use Date
Feb 28, 2021
Filing Date
Dec 2, 2020
WHITE OAKS WEALTH ADVISORS Trademark
Serial Number: 90354666 • Registration: 6809832
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
600 South Highway 169
Minneapolis, MN 55426
Entity Type: 03
Legal Representation
Correspondence Address
Kenneth D. Suzan BARNES & THORNBURG LLP
225 SOUTH SIXTH STREET, SUITE 2800
MINNEAPOLIS, MN 55402-4662
United States
Trademark Details
Filing Date
December 2, 2020
Registration Date
August 2, 2022
First Use Anywhere
February 28, 2021
First Use in Commerce
February 28, 2021
Published for Opposition
January 11, 2022
Goods & Services
Financial planning; Investment advisory services; Investment management; Financial asset management; Financial portfolio management services; Financial services, namely, wealth management services; Investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics; Trust services, namely, financial trust management and trust company services; Trust investment distribution and wealth distribution planning; Representative and fiduciary services as a trustee; Financial planning for retirement; Estate and tax planning services; Estate trust management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Bill payment services; Cash management; Advisory services regarding philanthropic monetary and financial asset donations; Financial planning services, namely, developing and managing charitable giving programs; Providing information in the field of financial planning, investments, investment management, financial asset management, financial portfolio management, wealth management, financial trust management, financial trusts, estate planning, tax planning, estate trust management, financial risk assessment, financial risk management, bill payment, cash management, and charitable giving
Business planning; Business succession planning; Cost analyses
Providing a website for the electronic storage of documents; Electronic storage of files and documents
