FindOwnerSearch
Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| $ADVANTEDGE | FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF ARIZONA | 3003 NORTH CENTRAL AVENUE PHOENIX AZ 85012 | FINANCIAL PLANNING SERVICES; |
| ... BECAUSE THE FUTURE IS UNCERTAIN | AMERICAN EXPRESS COMPANY | New York NY | Financial planning services; |
| 1-800-529-PLAN | Friedman, Gary E. | Suite 111 27040 Cedar Road Beachwood OH 44122 | Financial planning services; and consulting services in the field of financial consulting;1 800 529 PLAN; |
| 1-800-GET-ADVICE | AMERIPRISE FINANCIAL, INC. | 5226 Ameriprise Financial Center Minneapolis MN 55474 | financial planning services; financial investment services in the field of securities, mutual funds, annuities and insurance; |
| 1-800-TAX-LAWS | 1-800-TAX-LAWS, INC. | 899 HIGHWAY 34 MATAWAN NJ 07747 | financial planning services;tax preparation and accounting services; |
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| 1-800-TAX-LINE | VENAFRO BUSINESS SERVICES | 1599 Highway 34 - Suite 2 Wall NJ 07727 | financial planning services;tax preparation and accounting services; |
| 1-888-TAX-LAWS | 1-800-TAX-LAWS, INC. | 899 HIGHWAY 34 MATAWAN NJ 07747 | financial planning services;tax preparation and accounting services; |
| 1776 | 1776, Inc. | The Esplanade Building 404 E. Ramsey, Ste. 102 San Antonio TX 78216 | financial planning services in the field of mortgage acceleration programs; |
| 360/100 | Anodos Group | 111 El Paseo Santa Barbara CA 93101 | Financial planning services, namely the creation of personalized strategies to preserve and grow wealth; |
| 360/100 PERSPECTIVE | Anodos Group | 111 El Paseo Santa Barbara CA 93101 | Financial planning services, namely the creation of personalized strategies to preserve and grow wealth; |
| 401(K) ON THE BRAIN | STANDARD INSURANCE COMPANY | 1100 S.W. Sixth Avenue Portland OR 972041093 | Financial planning services, namely, retirement planning for individuals;401(K); |
| 529 SOLUTIONS | Specialized Investments Group, Inc. | P.O. Box 31645 4113 Huckleberry Drive Raleigh NC 27612 | Financial planning services, namely, providing education investment planning advice to broker-dealers and mutual fund companies;529; |
| A JOURNEY OF SIGNIFICANCE WHERE WEALTH SUSTAINS LIFE | Managed Economics For Doctors, Inc. | 20 South 2nd Street Geneva IL 60134 | Financial Planning Services; |
| ABUNDANT HEART FINANCIAL | Abundant Heart Financial | 7165 Colleyville Blvd Suite 104 Colleyville TX 76034 | Financial planning services; Underwriting, issuance and administration of annuities; Financial consultancy and insurance consultancy;FINANCIAL; |
| ACCESSION | Wealth Enhancement Group | 505 North Highway 169, Suite 900 Plymouth MN 55441 | Financial planning services, investment management, insurance coverage planning advisory services, estate planning; financial services, namely, individual retirement account planning;Tax and taxation planning and advice; |
| ACCREDITED INVESTORS | ACCREDITED INVESTORS, INC. | 5200 W. 73rd Street Edina MN 55439 | FINANCIAL PLANNING SERVICES; |
| ACCREDITED INVESTORS INC. REAL. LIFE. PLANNING. | ACCREDITED INVESTORS, INC. | 5200 W. 73rd Street Edina MN 55439 | Financial planning services, namely, financial analysis, consultation and planning, retirement consultation and planning, insurance consultation and planning, estate consultation and planning, charitable and philanthropic consultation and planning, employee benefits consultation and planning; investment consultation, investment planning and investment management services;as to Accredited Investors;INC.; |
| ACHIEVE ECONOMIC FREEDOM | Mercer | 1801 East Cabrillo Blvd. Santa Barbara CA 93108 | financial planning services; |
| ACHIEVE ECONOMIC FREEDOM | Mercer | 1801 East Cabrillo Blvd. Santa Barbara CA 93108 | financial planning services; |
| ACKERMAN WEALTH MANAGEMENT | Ackerman, Alan Jay | 2206 Bowler Street Philadelphia PA 19115 | financial planning services; |
| ADDING VALUE BUILDING TRUST SECURING YOUR FUTURE | McGladrey & Pullen, LLP | 3600 AMERICAN BOULEVARD WEST THIRD FLOOR BLOOMINGTON MN 554315402 | Financial planning services; estate planning services; business pension valuation services; investment advice; risk management services; financial due diligence services for mergers and acquisitions; financial management namely money management of the personal finances of others;Accounting services; accounting advisory services; tax service, namely tax filing services, tax advisory services; tax and taxation planning, advice, information and consulting services; strategic tax planning; business auditing services; account auditing and business auditing services; business succession planning; |
| ADDING VALUE BUILDING TRUST SECURING YOUR FUTURE | Tedder, James, Worden & Associates, P.A. | 800 N Magnolia Avenue Suite 1700 Orlando FL 32803 | Financial planning services; estate planning services; business pension valuation services; investment advice; risk management services; financial due diligence services for mergers and acquisitions; financial management namely money management of the personal finances of others;Accounting services; accounting advisory services; tax service, namely tax filing services, tax advisory services; tax and taxation planning, advice, information and consulting services; strategic tax planning; business auditing services; account auditing and business auditing services; business succession planning; |
| ADVANCED CAPITAL ADMINISTRATION PROGRAM | Capital Solutions and Company, Incorporated | 11140 Rockville Pike Suite 400 Rockville MD 208523144 | Financial planning services, namely estate planning; estate tax planning; retirement planning; college education financial planning; investment services namely, advice consultation and management; and insurance services namely, consultation and administration;INCOME TAX SERVICES, NAMELY CONSULTATION;CAPITAL ADMINISTRATION PROGRAM; |
| AGE RULE OF THUMB | AYCO CORPORATION, THE | ONE WALL STREET ALBANY NY 12205 | financial planning services; |
| AIM ADVICE, INFORMATION, MANAGEMENT | EDGERTON & HARPER, INC. | 130 E. WILSON BRIDGE RD. WORTHINGTON OH 43085 | FINANCIAL PLANNING SERVICES, NAMELY FRINGE BENEFIT AND COMPENSATION PROGRAM MANAGEMENT;ADVICE, INFORMATION, MANAGEMENT; |
| ALL WE SELL IS TIME AND KNOWLEDGE | Galelcki Financial Management, Inc. | 7743 West Jefferson Blvd Fort Wayne IN 46804 | Financial planning services; |
| ALLOCATION ADVANTAGE | LUTHERAN BROTHERHOOD | 625 Fourth Avenue South Minneapolis MN 55415 | financial planning services for the selection of, and investment in, mutual funds;ALLOCATION; |
| ALPHA GROUP | ALPHA Group | 1801 East Cabrillo Blvd. Santa Barbara CA 93108 | financial planning services; |
| ALPHIDENCE | Fidence Capital Limited | 14 Stirling Avenue, Pinner Middlesex HA5 1JS United Kingdom | Financial planning services; investment advisory services; investment management services; unit trust management services; financial asset management services; fund investment services; mutual funds and administration of mutual funds; hedge fund investment services; investment of funds for others; consultancy, analysis, evaluation, management, administration and information services all relating to the aforesaid services; |
| AMERICA'S # 1 PROVIDER OF RETIREMENT DISTRIBUTION STRATEGIES | TABLE BAY FINANCIAL NETWORK, INC. | 600 W Broadway, Suite 2150 San Diego CA 92101 | Financial planning services, insurance brokerage services in the field of life insurance; Financial planning services for retirement; Providing information in the field of insurance, financial planning and financial planning for retirement; Providing information regarding life insurance and annuities;AMERICA'S NUMBER ONE PROVIDER OF RETIREMENT DISTRIBUTION STRATEGIES; |
| AMERICA'S IRA CENTERS | TABLE BAY FINANCIAL NETWORK, INC. | 600 W Broadway, Suite 2150 San Diego CA 92101 | Financial planning services, insurance brokerage services in the field of life insurance; retirement planning services; providing information in the field of insurance, financial planning and retirement planning; providing information regarding life insurance and annuities;IRA CENTERS; |
| AMERICA'S IRA EXPERTS | TABLE BAY FINANCIAL NETWORK, INC. | 600 W Broadway, Suite 2150 San Diego CA 92101 | Financial planning services, insurance brokerage services in the field of life insurance; retirement planning services; providing information in the field of insurance, financial planning and retirement planning; providing information regarding life insurance and annuities;IRA; |
| ASSET OPTIMIZATION | MERCER GLOBAL ADVISORS INC. | Attn: General Counsel 1801 E Cabrillo Blvd Santa Barbara CA 93108 | financial planning services;ASSET; |
| ASSOCIATE CFP | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC | 1700 Broadway Suite 2100 Denver CO 802902101 | Financial planning services;The certification mark, as intended to be used by persons licensed by the Certifier, is intended to certify that the person displaying said mark has completed certain educational course work requirements of the Certifier, has completed certain examinations administered or approved by the Certifier in a satisfactory manner, and has agreed to adhere to the Certifier's standards for professional responsibility and certain continuing education requirements; |
| BANK OF IRELAND | Governor and Company of The Bank of Ireland, The | Lower Baggot Street Dublin 2 Ireland | financial planning services, financial investment services, and banking services;BANK; |
| BANKERS LIFE RETIREMENT SOLUTIONS | CDOC,. Inc. | 11825 N. Pennsylvania Street Carmel IN 46032 | financial planning services;RETIREMENT SOLUTIONS; |
| BANKERS RETIREMENT SOLUTIONS | CDOC, INC. | 11825 N. Pennsylvania Street Carmel IN 46032 | financial planning services;Color is not claimed as a feature of the mark.;RETIREMENT SOLUTIONS; |
| BARE COLLECTIVE | Bare Collective AB | Nybrogatan 8 SE-114 34 Stockholm Sweden | Financial planning services; administration of financial affairs; conducting of financial transactions; provision of financial services by means of a global computer network or the internet; arranging of funds for overseas aid projects; arranging the provision of finance; arranging the hire purchase of goods; arrangement of loans; arranging of loan agreements; arranging of lease agreements; rental of real estate; financial information processing; electronic commerce payment services; financial information, data, advice and consultancy services; financial information for investors; hire-purchase financing; financial analysis; providing financial information via a database; financial payment services; financial consultancy; financial and monetary transaction services; financial advice and consultancy services; financial services relating to the provision of loans; conducting of financial transactions; financing of purchases; hire-purchase financing; provision of consumer credit; advisory services relating to financial planning; financial advisory services; provision of finance for hire-purchase;Collecting information for business; collection of information relating to market research; compilation of statistics (for business or commercial purposes); data processing; commercial trading and consumer information services; provision of business and commercial information; business information; information services relating to businesses; provision of commercial business information by means of a computer database; provision of commercial information; provision of business statistical information relating to medical matters; provision of business information via global computer networks; provision of information and advice to consumers regarding the selection of products and items to be purchased; collection of data; compilation of statistics; compilation and systemization of information into computer databases; commercial information services; presentation of goods on communication media, for retail purposes; direct marketing; retailing in store, in relation to the following goods: hygiene articles, medical articles, articles for infants, babies and children, apparatus, devices and articles for nursing infants, baby alarms, baby monitors, apparatus, devices and articles for nursing infants, cushions (pads) (heating -), for medical purposes, lighting, lamps, electric warmers for baby wet wipes, sterilizers, electric heating cushions not for medical purposes, electric warming pans for beds, household utensils, clothing, headgear, shoes, playthings; retailing in shops, in relation to the following goods: hygiene articles, medical articles, articles for infants, babies and children, apparatus, devices and articles for nursing infants, baby alarms, baby monitors, apparatus, devices and articles for nursing infants, cushions (pads) (heating -), for medical purposes, lighting, lamps, electric warmers for baby wet wipes, sterilizers, electric heating cushions not for medical purposes, electric warming pans for beds, household utensils, clothing, headgear, shoes, playthings; retail services in relation to toys; retail, in relation to the following goods: hygiene articles, medical articles, articles for infants, babies and children, apparatus, devices and articles for nursing infants, baby alarms, baby monitors, apparatus, devices and articles for nursing infants, cushions (pads) (heating -), for medical purposes, lighting, lamps, electric warmers for baby wet wipes, sterilizers, electric heating cushions not for medical purposes, electric warming pans for beds, household utensils, clothing, headgear, shoes, playthings; business management for shops; on-line promotion of computer networks and websites; product marketing; web advertising; computerized file management; systemization of information into computer databases; organisation of exhibitions for business or commerce; business management services relating to electronic commerce; help in the management of business affairs or commercial functions of an industrial or commercial enterprise; provision of information and advisory services relating to e-commerce; providing assistance in the management of industrial or commercial enterprises; arranging of commercial and business contacts; reseller services, in relation to the following goods: hygiene articles, medical articles, babies and baby articles, apparatus, devices and articles for nursing infants, baby alarms, baby monitors, apparatus, devices and articles for nursing infants, cushions (pads) (heating -), for medical purposes, lighting, lamps, electric warmers for baby wet wipes, sterilizers, electric heating cushions not for medical purposes, electric warming pans for beds, household utensils, clothing, headgear, shoes, playthings;Computer aided diagnostic testing services; design services; research relating to technology; cartography services; mapping services; technological services and design relating thereto; information services in the fields of science and information technology; development of new technology for others; testing, authentication and quality control; development of computer software application solutions; software development; computer software design; computer software design; computer software research; software creation; professional advisory services relating to computer software; computer software consultancy; scientific and technology services; medical and pharmacological research services; research in the field of natural science; laboratory testing of materials; analysis of materials; industrial, scientific and technical research; research and development of new products; product research and development services; product research and development; technical research; development of new products; designing of child care facilities; hosting of e-commerce platforms on the internet; programming of software for e-commerce platforms; consultancy services relating to software used in the field of e-commerce; maintenance of software used in the field of e-commerce; technical design; commercial product design services; |
| BASIS | DEPOSIT GUARANTY NATIONAL BANK | 200 E. CAPITOL ST. JACKSON MS 39205 | FINANCIAL PLANNING SERVICES; |
| BEATTHEBANKER | PeopleTrain, Inc. | 10620 Sugar Crest Avenue Duluth GA 30097 | Financial planning services, including mortgage and loan prepayment plans;BEAT THE BANKER; |
| BECOMING FINANCIAL | Becoming Financial Group, Inc. | 15 South 9th Street Minneapolis MN 55402 | financial planning services; retirement planning services, namely, financial planning for retirement; financial advisory services; financial management services; investment advisory services; financial services in the nature of fixed income and cash flow analysis and consulting services for businesses and individuals; financial planning featuring personal debt analysis and consulting services; insurance brokerage services; insurance agency services; insurance administration services; business succession planning services; providing financial services with respect to securities and other financial instruments and products, namely, money management services; insurance services in the nature of analysis and consulting in the field of group benefits insurance; wealth management services, namely, asset allocation and risk tolerance analysis and consulting services; credit score improvement consulting services, namely, credit score repair and restoration services; loan repayment analysis and consulting services, namely, repayment strategies for student loans, home mortgage loans, automobile loans, credit cards, and revolving loans;tax planning services;FINANCIAL; |
| BENCAP | STATELINE TPA, INC. | 1718 Indian Wood Circle, Suite E Maumee OH 43537 | FINANCIAL PLANNING SERVICES; |
| BENCAP | GREAT LAKES PENSION SERVICES, INC. | 124 NORTH SUMMIT STREET TOLEDO OH 43604 | FINANCIAL PLANNING SERVICES; |
| BIG PICTURE STUDY | NORTHWEST CAPITAL MANAGEMENT, INC. | 12550 SW 68th Street Portland OR 97223 | financial planning services; |
| BLACK INC CAPITAL | SR Family Holdings | Suite 200 2651 North Harwood Street Dallas TX 75201 | Financial planning services; advice related to investments, asset management and cash management; financial portfolio management; brokerage in the field of stocks, mutual funds and other securities; |
| BLACK INK CAPITAL | SR Family Holdings | Suite 200 2651 North Harwood Street Dallas TX 75201 | Financial planning services; advice related to investments, asset management and cash management; financial portfolio management; brokerage in the field of stocks, mutual funds and other securities; |
| BPC | CLARITY 2 PROSPERITY | 30400 Detroit Road, Suite 201 Westlake OH 44145 | Financial planning services;The certification mark, as used or intended to be used by persons authorized by the certifier, certifies or is intended to certify that the persons authorized by the certifier to use the mark have successfully completed the requisite training provided by the certifier pertaining to asset position philosophy and examination standards in the provision of financial planning services to clients, estate planning and financial planning.; |
| BRICKS AND MORTAR PLANNING | HELMS FINANCIAL GROUP, INC. | 3839 W. KENNEDY BLVD TAMPA FL 336092719 | FINANCIAL PLANNING SERVICES, ESTATE PLANNING SERVICES, AND NONQUALIFIED EXECUTIVE BENEFITS; |
| BRIGHT OWL INVESTMENT ADVISORS | INSURMARK, INC. | 820 Gessner, Suite 970 Houston TX 77024 | Financial planning services;BRIGHT OWL INVESTMENT ADVISORS;INVESTMENT ADVISORS; |
| BUCKET PLAN CERTIFIED | CLARITY 2 PROSPERITY | 30400 Detroit Road, Suite 201 Westlake OH 44145 | Financial planning services;The certification mark, as used or intended to be used by persons authorized by the certifier, certifies or is intended to certify that the persons authorized by the certifier to use the mark have successfully completed the requisite training provided by the certifier pertaining to asset position philosophy and examination standards in the provision of financial planning services to clients, estate planning and financial planning.;PLAN AND CERTIFIED; |
| BUILDING YOUR FINANCIAL HOME | DIA, Inc. | 205 Archway Court Lynchburg VA 24502 | financial planning services; insurance agency services in the fields of life, disability and long-term care insurance; and printed materials distributed therewith; |
| BUILDING YOUR FINANCIAL HOME | DIA, Inc. | 205 Archway Court Lynchburg VA 24502 | FINANCIAL PLANNING SERVICES; INSURANCE AGENCY SERVICES IN THE FIELDS OF LIFE, DISABILITY AND LONG-TERM CARE INSURANCE; AND PRINTED MATERIALS DISTRIBUTED THEREWITH; |
| CAPITAL SECURITY 5 | HORACE MANN LIFE INSURANCE COMPANY | 1 Horace Mann Plaza Springfield IL 627150001 | Financial planning services, namely, underwriting of annuities;CAPITAL SECURITY FIVE;CAPITAL SECURITY; |
| CARNEGIE WEALTH MANAGEMENT | Johnston, Roy A | 667 Exton Commmons Exton PA 19341 | Financial Planning Services; |
| CDFA | ICDP | 24901 Northwestern Hwy Suite 710 Southfield MI 48075 | Financial Planning Services; |
| CDP | ICDP | 24901 Northwestern Hwy Suite 710 Southfield MI 48075 | financial planning services;The certification mark, as intended to be used by authorized persons, is intended to certify that the person displaying the mark has completed education course work requirements and work experience requirements of the Certifier, have satisfactorily completed examinations administered by the Certifier, have agreed to adhere to the Certifier's standards for professional responsibility, continuing education and post-certification requirements, and will provide the services in accordance with standards developed by the Certifier and subject to the Certifier's approval; |
| CDS | ICDP | 24901 Northwestern Hwy Suite 710 Southfield MI 48075 | financial planning services;The certification mark, as intended to be used by authorized persons, is intended to certify that the person displaying the mark has completed education course work requirements and work experience requirements of the Certifier, have satisfactorily completed examinations administered by the Certifier, have agreed to adhere to the Certifier's standards for professional responsibility, continuing education and post-certification requirements, and will provide the services in accordance with standards developed by the Certifier and subject to the Certifier's approval; |
| CERTIFIED ANNUITY ADVISOR CAA | Broker's International, Ltd. | 1200 E. Main P.O. Box 160 Panora IA 50216 | Financial planning services, namely annuity investment services;The certification mark, as intended to be used, is intended to certify that persons authorized by the Certifier have completed educational course work requirements and work experience requirements of the Certifier, have satisfactorily completed examinations administered by the Certifier, have agreed to adhere to the Certifier's standards for professional responsibility, continuing education and post-certification requirements, and will provide the services in accordance with standards developed by the Certifier and subject to the Certifier's approval.;CERTIFIED AND ANNUITY ADVISOR; |
| CERTIFIED DIVORCE PLANNER | ICDP | 24901 Northwestern Hwy Suite 710 Southfield MI 48075 | financial planning services;The certification mark, as intended to be used by authorized persons, is intended to certify that the person displaying the mark has completed education course work requirements and work experience requirements of the Certifier, have satisfactorily completed examinations administered by the Certifier, have agreed to adhere to the Certifier's standards for professional responsibility, continuing education and post-certification requirements, and will provide the services in accordance with standards developed by the Certifier and subject to the Certifier's approval; |
| CERTIFIED DIVORCE SPECIALIST | ICDP | 24901 Northwestern Hwy Suite 710 Southfield MI 48075 | financial planning services;The certification mark, as intended to be used by authorized persons, is intended to certify that the person displaying the mark has completed education course work requirements and work experience requirements of the Certifier, have satisfactorily completed examinations administered by the Certifier, have agreed to adhere to the Certifier's standards for professional responsibility, continuing education and post-certification requirements, and will provide the services in accordance with standards developed by the Certifier and subject to the Certifier's approval; |
| CERTIFIED FINANCIAL PLANNER | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | Suite 800 1425 K Street, N.W. Washington DC 20005 | FINANCIAL PLANNING SERVICES;The certification mark, as used by persons licensed by Applicant, certifies that the person displaying said mark has completed education course work requirements and work experience requirements of the Applicant, has completed examinations administered by the Applicant in a satisfactory manner, and has agreed to adhere to the Applicant's standards for professional responsibility, continuing education and other post-certification requirements.; |
| CERTIFIED FINANCIAL PLANNER | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | Suite 800 1425 K Street, N.W. Washington DC 20005 | Financial planning services;The certification mark, to be used by authorized persons, certifies that the person displaying the mark has completed education course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in a satisfactory manner, and has agreed to adhere to the certifier's standards for professional conduct, continuing education, and other post-certification requirements.; |
| CES | AXIOMA OECONOMIA | 1739 Eagles Nest Drive Belleair FL 33756 | Financial Planning Services;The certification mark, as intended to be used by authorized persons, is intended to certify that the person displaying said mark has completed education course work requirements and work experience requirements of the certifier; has completed examinations administered by the certifier in a satisfactory manner; and has agreed to adhere to the certifier's standards of professional responsibility, continuing education, and other post-certification requirements..; |
| CESOP | LifeStar Financial, Inc. | One American Center, Suite 940 3100 West End Avenue Nashville TN 37203 | Financial planning services, retirement planning services, investment and insurance consulting services.; |
| CFFP IXOYE | Christian Foundation for Financial Planning | 310 South Progress Avenue Harrisburg PA 17109 | Financial planning services;The English translation of Greek letters is acronym for Jesus Christ God's Son Savior.;the representation of FISH DESIGN AND GREEK LETTERS; |
| CFO INSIGHT SESSION | Diesslin & Associates, Inc. | 303 Main Street Suite 200 Fort Worth TX 761024067 | Financial planning services, namely, providing personal financial planning services via a fact-finding dialogue to gain critical insight into the client's current Concerns, Finances and Opportunities;INSIGHT SESSION; |
| CFP | INTERNATIONAL BOARD OF STANDARDS AND PRACTICES FOR CERTIFIED FINANCIAL PLANNERS, INC. | 5445 D.T.C. PARKWAY ENGLEWOOD CO 80111 | financial planning services;The certification mark, as intended to be used by persons licensed by the applicant, is intended to certify that the person displaying said mark has completed educational course work requirements and work experience requirements of the applicant, has completed examinations administered by the applicant in a satisfactory manner, has agreed to adhere to the applicant's standards for professional responsibility, continuing education and other post-certification requirements, and is competent in the field of financial planning.; |
| CFP | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | Suite 800 1425 K Street, N.W. Washington DC 20005 | financial planning services;The certification mark, as intended to be used by persons licensed by the applicant, is intended to certify that the person displaying said mark has completed educational course work requirements and work experience requirements of the applicant, has completed examinations administered by the applicant in a satisfactory manner, has agreed to adhere to the applicant's standards for professional responsibility, continuing education and other post-certification requirements, and is competent in the field of financial planning.; |
| CFP | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | Suite 800 1425 K Street, N.W. Washington DC 20005 | Financial planning services;The mark consists of the literal element CFP in raised relief in the color metallic gold in a rectangular metallic gold field in which the edges of the rectangle are in raised relief.;CERTIFIED FINANCIAL PLANNER;The color(s) metallic gold is/are claimed as a feature of the mark.;The certification mark, as used by authorized persons, certifies that the person displaying said mark has completed educational course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post-certification requirements, and is competent in the field of financial planning.; |
| CFP | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | Suite 800 1425 K Street, N.W. Washington DC 20005 | Financial planning services;The mark consists of the literal element CFP enclosed within a rectangular border.;CERTIFIED FINANCIAL PLANNER;Color is not claimed as a feature of the mark.;The certification mark, as used by authorized persons, certifies that the person displaying said mark has completed educational course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post-certification requirements, and is competent in the field of financial planning.; |
| CFP | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | Suite 800 1425 K Street, N.W. Washington DC 20005 | Financial planning services;The mark consists of the literal element CFP in yellow enclosed within a yellow rectangular border.;CERTIFIED FINANCIAL PLANNER;The color(s) yellow is/are claimed as a feature of the mark.;The certification mark, to be used by authorized persons, certifies that the person displaying the mark has completed education course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in a satisfactory manner, and has agreed to adhere to the certifier's standards for professional conduct, continuing education, and other post-certification requirements.; |
| CFP ASSOCIATE | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | Suite 800 1425 K Street, N.W. Washington DC 20005 | financial planning services;CERTIFIED FINANCIAL PLANNER ASSOCIATE;The certification mark, as intended to be used by persons licensed by the Certifier, is intended to certify that the person displaying said mark has completed certain educational course work requirements of the Certifier, has completed certain examinations administered or approved by the Certifier in a satisfactory manner, and has agreed to adhere to the Certifier's standards for professional responsibility and certain continuing education requirements.; |
| CFP PRACTITIONER | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | Suite 800 1425 K Street, N.W. Washington DC 20005 | financial planning services;The certification mark, as intended to be used by persons licensed by the certifier, is intended to certify that the person displaying said mark has completed educational course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post-certification requirements, and is actively engaged in financial planning.;PRACTITIONER; |
| CHARITABLY LEVERAGED ESTATE ACCUMULATION & RETIREMENT PLAN | Market Street Philanthropic Advisors, Inc. | 14 West Market Street Bethlehem PA 18018 | Financial planning services in the field of estate plans, wealth accumulation plans, and retirement plans funded by a charitable remainder trust and the individual's life insurance;CHARITABLY LEVERAGED ESTATE ACCUMULATION AND RETIREMENT PLAN;RETIREMENT PLAN; |
| CHARTERED ADVISORY GROUP, INC. | Chartered Advisory Group, Inc. | 130 Commons Court Chadds Ford PA 19317 | Financial planning services; investment consultation services; investment management services; |
| CHASE CLEAR & SIMPLE | JPMORGAN CHASE BANK, N.A. | 1111 Polaris Parkway Columbus OH 43240 | financial planning services;CHASE CLEAR AND SIMPLE; |
| CICLO WEALTH | CICLO WEALTH | 8811 SW 19th Avenue Portland OR 97219 | financial planning services; investment management services;The English translation of CICLO in the mark is CYCLE or SERIES.;WEALTH; |
| CLUB(K) | Wells Fargo & Company | 9th floor 90 S. 7th Street Minneapolis MN 55402 | financial planning services, namely financial analysis and consultation services relating to retirement planning; and benefits administration, namely administration of retirement plans;CLUB K; |
| COACH NETWORTH | Worth Financial Advisory Group | 5605 77 Center Drive, Suite 101 Charlotte NC 28217 | Financial planning services; financial advisory services; |
| COLLEGE BOUND ECONOMY | AMERIPRISE FINANCIAL, INC. | 5226 Ameriprise Financial Center Minneapolis MN 55474 | FINANCIAL PLANNING SERVICES;COLLEGE BOUND; |
| COMION | Jens Weyer | Platz der Vereinten nationen 29 Berlin 10249 Germany | Financial planning services; Insurance brokerage services; |
| COMMON SENSE MONEY - FINANCIAL EDUCATION MADE SIMPLE | Coyle, Robert L. | 113 Brandon Terrace Guilderland NY 12085 | Financial planning services, for cash flow management, namely, savings management, investments management and insurance management;COMMON SENSE MONEY FINANCIAL EDUCATION MADE SIMPLE; |
| COMMUNITY CONNECTIONS | AMERIPRISE FINANCIAL, INC. | 5226 Ameriprise Financial Center Minneapolis MN 55474 | Financial planning services; |
| COMPREHENSIVE FINANCIAL PLANNING SYSTEM | T & M Financial Incorporated | 3706 SW Topeka Blvd., Ste. 400 Topeka KS 66609 | Financial Planning Services;FINANCIAL PLANNING SYSTEM; |
| COMPREHENSIVE FINANCIAL PLANNING SYSTEM | T & M Financial Incorporated | 3706 SW Topeka Blvd., Ste. 400 Topeka KS 66609 | Financial Planning Services;FINANCIAL PLANNING SYSTEM; |
| COMPREHENSIVE INVESTMENT SOLUTIONS | Comprehensive Investment Solutions | 1002 Floral Vale Boulevard Yardley PA 19067 | financial planning services, investment advisory services and trust management services;INVESTMENT SOLUTIONS; |
| CONTINUUM WEALTH MANAGEMENT | Keefe & Associates, Inc. | 1604 Blossom Hill Road, Suite A San Jose CA 95124 | Financial planning services, namely, wealth management services that provide private clients with a holistic and integrated lifetime picture of their existing and projected assets, liabilities, income and expenses, and develop and implement investment strategies based on periodic reviews that enable clients to review and change their strategies as they track their progress toward achieving their goals;WEALTH MANAGEMENT; |
| COORDINATED ASSETS | COORDINATED ASSET PLANNING INC. | 2330 W. Joppa Rd., Suite 100 Lutherville MD 21093 | financial planning services;ASSETS; |
| COORDINATED PLANNING GROUP CPG | Delape, Frank M. | 150 Broadhollow Road, Suite 209 Melville NY 11747 | FINANCIAL PLANNING SERVICES;Color is not claimed as a feature of the mark.;COORDINATED PLANNING GROUP; |
| CORE EXECUTIVE DEFERRED COMPENSATION PLAN | David Core | 1177 Hypoluxo Road Lantana FL 33462 | Financial planning services in the nature of employee benefit plans, 401K's, mutual funds, and life insurance and investment plans;EXECUTIVE DEFERRED COMPENSATION PLAN; |
| CORNERSTONE WEALTH MANAGEMENT | Cornerstone Wealth Management | Suite 104 7417 Mexico Rd. St. Peters MO 63376 | Financial planning services; Financial planning consultation and investment consultation services; Investment advisory services; Investment of funds for others; Insurance consultation services;Registration limited to the area comprising the United States except the San Francisco Bay area, namely, the counties of Alameda, Marin, San Francisco, San Mateo, Santa Clara and a 100-mile radius from Bend, Oregon, pursuant to Concurrent Use Proceeding No. 94002541. Concurrent Registration with Registration No. 3973683.;WEALTH MANAGEMENT; |
| CRUCIBLE WEALTH MANAGEMENT | Missett Group, Ltd. | Suite 204 1460 Russell Road Paoli PA 193011236 | Financial planning services; financial planning for retirement; financial planning for education; investment management and brokerage services; financial risk management; financial risk management consulting; administration of employee benefit plans concerning insurance and finance; insurance consultation; insurance brokerage services;WEALTH MANAGEMENT; |
| CUSTOMPLAN | CUSTOMPLAN, INC. | SUITE 155 2222 MARTIN STREET IRVINE CA 92715 | FINANCIAL PLANNING SERVICES; |
| D.J. SHAH | Shah, Dushyant | 132 Sherburn Circle Weston MA 024931058 | FINANCIAL PLANNING SERVICES; |
| D.J. SHAH FINANCIAL SERVICES | Shah, Dushyant | 132 Sherburn Circle Weston MA 024931058 | FINANCIAL PLANNING SERVICES;DJ SHAH FINANCIAL SERVICES;FINANCIAL SERVICES; |
| DEALER PLANNING SERVICES | Dealer Planning Services | 205-207 W. Broad Street Bethlehem PA 18018 | financial planning services;services; |
| DEAN WITTER FINANCIAL OUTLOOK | DEAN WITTER REYNOLDS INC. | Two World Trade Center New York NY 10048 | Financial planning services; |
| DEDICATED TO FINANCIAL INDEPENDENCE | 1776, Inc. | The Esplanade Building 404 E. Ramsey, Ste. 102 San Antonio TX 78216 | financial planning services in the field of mortgage acceleration plans;promoting the sale of financial products of others through the provision of a mortgage acceleration plan;FINANCIAL INDEPENDENCE; |
| DIALOGUE WEALTH ADVISORS | River Top | 6111 Whispering Creek Dr., Suite A Sioux City IA 51106 | Financial planning services; |
| DIRECTADVICE.COM | DirectAdvice.com, Inc. | 621 Farmington Avenue Hartford CT 06105 | financial planning services;DIRECT ADVICE;The lining shown in the drawing is a feature of the mark and is not intended to indicate color.; |
Where the owner name is not linked, that owner no longer owns the brand |
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