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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| ADVENT | Advent Financial Group | 1600 W. Sanilac Rd. Caro MI 48723 | Financial planning and advisory services, namely, individual estate planning services; individual retirement planning services; individual charitable gift planning services; group retirement planning services for businesses; charitable gift planning services for non-profit entities; |
| ARBOPILOT | Arbo Works Inc. | 153 Castro Street, Suite 200 Mountain View CA 94041 | Financial planning and advisory services; capital investment services; investment advisory services; |
| CERTIFIED LONGEVITY PLANNER | Institute for Certified Longevity Planners, Inc. | 8636 Ibis Cove Circle Naples FL 34119 | FINANCIAL PLANNING AND ADVISORY SERVICES;The certification mark, to be used by authorized persons, certifies that the person displaying the mark has completed educational course work requirements, has completed the examination established and administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's code of ethics, and the mark is then used under the authority of the certifier.;CERTIFIED and PLANNER; |
| CERTIFIED LONGEVITY PLANNER (CLP) | Institute for Certified Longevity Planners, Inc. | 8636 Ibis Cove Circle Naples FL 34119 | Financial Planning and Advisory Services;CERTIFIED LONGEVITY PLANNER CLP;The certification mark, to be used by authorized persons, certifies that the person displaying the mark has completed educational course work requirements, has completed the examination established and administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's code of ethics, and the mark is then used under the authority of the certifier.; |
| CLP | Institute for Certified Longevity Planners, Inc. | 8636 Ibis Cove Circle Naples FL 34119 | FINANCIAL PLANNING AND ADVISORY SERVICES;CERTIFIED LONGEVITY PLANNERS;The certification mark, to be used by authorized persons, certifies that the person displaying the mark has completed educational course work requirements, has completed the examination established and administered by the certifier in a satisfactory manner, has agreed to the certifier's code of ethics and the mark is then used under the authority of the certifier.; |
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| COMMON SENSE UNCOMMON CONTINUITY | Fiduciary Trust Company | 175 Federal Street Boston MA 02110 | Financial planning and advisory services, namely, investment advisory, custody and corporate trustee services, estate administration, financial planning, and charitable gift planning; |
| COMMON SENSE UNCOMMON EXPERIENCE | Fiduciary Trust Company | 175 Federal Street Boston MA 02110 | Financial Planning and Advisory Services, namely, investment advisory, custody and corporate trustee services, estate administration, financial and tax planning, and charitable gift planning; |
| COMMON SENSE UNCOMMON EXPERIENCE | Fiduciary Trust Company | 175 Federal Street Boston MA 02110 | Financial Planning and Advisory Services, namely, investment advisory, custody and corporate trustee services, estate administration, financial and tax planning, and charitable gift planning; |
| COMMON SENSE UNCOMMON INDEPENDENCE | Fiduciary Trust Company | 175 Federal Street Boston MA 02110 | Financial Planning and Advisory Services, namely, investment advisory, custody and corporate trustee services, estate administration, financial and tax planning, and charitable gift planning; |
| COMMON SENSE UNCOMMON INDEPENDENCE | Fiduciary Trust Company | 175 Federal Street Boston MA 02110 | Financial Planning and Advisory Services, namely, investment advisory, custody and corporate trustee services, estate administration, financial and tax planning, and charitable gift planning; |
| COMPLETE WEALTH OPTIMIZATION | WEALTH WITH EASE | Suite 600 7001 E. Belleview Ave. Denver CO 80237 | Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management; |
| COMPLETE WEALTH SOLUTION | WEALTH WITH EASE | Suite 600 7001 E. Belleview Ave. Denver CO 80237 | Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management;WEALTH SOLUTION; |
| FIDUCIARY TRUST | Fiduciary Trust Company | 175 Federal Street Boston MA 02110 | Financial planning and advisory services, namely, investment advisory, custody and corporate trustee services, estate management, financial planning consultation, and charitable gift planning consultation;Tax planning; |
| FIDUCIARYTRUST | Fiduciary Trust Company | 175 Federal Street Boston MA 02110 | Financial Planning and Advisory Services, namely, investment advisory, custody and corporate trustee services, estate administration, financial and tax planning, and charitable gift planning;FIDUCIARY TRUST; |
| FIDUCIARYTRUST MANAGING INVESTMENTS FOR FAMILIES SINCE 1885 | Fiduciary Trust Company | 175 Federal Street Boston MA 02110 | Financial Planning and Advisory Services, namely, investment advisory, custody and corporate trustee services, estate administration, financial and tax planning, and charitable gift planning;FIDUCIARY TRUST MANAGING INVESTMENTS FOR FAMILIES SINCE 1885;FIDUCIARY TRUST; |
| FIN-PLAN | Fin-Plan, Inc. | P.O. Box 244 531 E. Lancaster Ave. Wayne PA 19087 | Financial Planning and Advisory Services; |
| FINANCIAL SUPERPOWERS | ARTA FINANCE INC. | 153 Castro Street, Suite 200 Mountain View CA 94041 | Financial planning and advisory services; capital investment services; investment advisory services; financial concierge services; insurance information and consultancy; estate planning; |
| FORWARD LOOK | SECURITY PACIFIC CORPORATION | 333 S. HOPE ST. LOS ANGELES CA | Financial Planning and Advisory Services; |
| FUTURETRUST RETIREMENT PLANNING CENTER | CAVE SPRINGS, INC. | 2751 Centerville Road Wilmington DE 19808 | Financial planning and advisory services for retirement; financial and estate planning and advisory services;FUTURE TRUST RETIREMENT PLANNING CENTER;RETIREMENT PLANNING CENTER; |
| INVESTING WITH INTEGRITY | Wealth With Ease | 8400 E. Crescent Parkway, Suite 160 Greenwood Village CO 80111 | Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management; |
| KILTER GROUP | Kilter Group | PO Box 148 Rhinebeck NY 12572 | Financial planning and advisory services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; investment advisory services, financial portfolio analysis and management; wealth management services, financial trust planning and management, estate planning and estate trust planning services, insurance brokerage services for life and health insurance, and for disability and long term care insurance; providing consulting and information concerning insurance; providing investment options for variable and fixed annuity products; fiscal assessments and evaluations; providing information and research in the fields of personal finance, financial planning and financial management;GROUP; |
| LONGEVITY PLANNING | COVENANT RELIANCE PRODUCERS | 26 CENTURY PLACE SUITE 301 Nashville TN 37214 | Financial Planning and Advisory Services;PLANNING; |
| LONGEVITY PLANNING | Sacks, Rhona, Dee | 3240 Bermuda Isle Circle #933 Naples FL 34109 | Financial Planning and Advisory Services;PLANNING; |
| QUALEVITY | WEALTH WITH EASE | Suite 600 7001 E. Belleview Ave. Denver CO 80237 | financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management; |
| ROYAL PRIVATE WEALTH | Royal Jaros | 14985 Glazier Avenue, Suite 501 Apple Valley MN 551247490 | Financial planning and advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Financial portfolio management and analysis services; Financial services, namely, providing investment options for retirement planning, consisting of managed assets, brokerage, annuities, life insurance products, and long-term care insurance; Providing a website featuring information in the field of financial planning;Tax planning services;PRIVATE WEALTH; |
| SETTLEMENT CAPITAL ADVISORS | Settlement Capitol Advisors | 1800 Blankenship Rd., Ste 160 Portland OR 97068 | Financial planning and advisory services for injury victims and personal injury attorneys, relating to settlements from legal cases;ADVISORS; |
| TAX-SMART INDEXING | Hewins Financial Advisors | 203 Redwood Shores Parkway, Suite 550 Redwood City CA 94065 | Financial planning and advisory services, namely, providing an in-house, cost-effective investment approach that combines the advantages of indexing with tax-loss harvesting, i.e., selling securities to realize capital losses to offset realized gains, in a separate vehicle; |
| THE BEST IS YET TO COME | Brian Singer Corp. | 480 E. Northfield Drive, Suite 200 Brownsburg IN 46112 | Financial planning and advisory services; |
| THE CPA INVESTMENT STRATEGY LETTER | IMS/CPAs & Associates, Inc. | 932 Jasmine Drive Delray Beach FL 33483 | financial planning and advisory services; |
| THE FIND-A-WAY APPROACH | Wealth With Ease | 8400 E. Crescent Parkway, Suite 160 Greenwood Village CO 80111 | Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management; educational services in the fields of financial planning, wealth management, investing, and investment management; books, workbooks and pamphlets in the field of financial planning, wealth management, and investment management; books, workbooks and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity; electronic books, workbooks, and pamphlets in the fields of financial planning, wealth management, and investment management; electronic books, workbooks, and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity; |
| THE STAGES OF FINANCIAL FREEDOM | WEALTH WITH EASE | Suite 600 7001 E. Belleview Ave. Denver CO 80237 | Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management;FINANCIAL FREEDOM; |
| THE WINDFALL SOLUTION | 1ST ADVISORY GROUP | C/O LegalForce RAPC Worldwide 446 E Southern Ave Tempe AZ 85282 | financial planning and advisory services; |
| THRIVE OR DIVE | WEALTH WITH EASE | Suite 600 7001 E. Belleview Ave. Denver CO 80237 | Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management; |
| VALUEQUEST | Magrath; Katherine B. | 6 Pig Rock La. Marblehead MA 01945 | Financial Planning and Advisory Services; |
| VANWEELDEN WEALTH MANAGEMENT | VanWeelden, John, Douglas | 6351 Lesourdesville-West Chester Rd. Liberty Township OH 45011 | Financial planning/advisory services; |
| WEALTH OPTIMIZATION PLAN | WEALTH WITH EASE | Suite 600 7001 E. Belleview Ave. Denver CO 80237 | Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management;WEALTH OPTIMIZATION; |
| YOUR WEALTH. OPTIMIZED | WEALTH WITH EASE | Suite 600 7001 E. Belleview Ave. Denver CO 80237 | Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management;YOUR WEALTH; |
Where the owner name is not linked, that owner no longer owns the brand |
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