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Official data from USPTO

TRUST OUR FAMILY BUSINESS...WITH YOURS.

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

TRUST OUR FAMILY BUSINESS...WITH YOURS.

ST13

US500000086570505

Class

36

Filing

86570505

Registration

4845016

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

25

Latest update

05/07/2025

Trademark type

Word

Nice classes

36

Filing date

03/19/2015

Registration date

11/03/2015

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/14/2025

Last transaction

05/07/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

08/01/2014

First use in commerce

08/01/2014

Drawing code

4

Owner type

01

Owner location

Fond du Lac, WI

Examiner

ORTIGA PALMER, RAMONA

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Goebel, Anthony N
Goebel, Anthony N

Representatives

Goebel, Anthony N

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Administration of employee benefit plans concerning insurance and finance; Administration of benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medicaldentallife insurance including short term disabilitylong term disabilitycancer insuranceaccidental death and dismemberment; Brokerage in the field of insurance and benefits; Consulting and information concerning insurance; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Design and development of insurance policies for others; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial consultancy and insurance consultancy; Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning; Financial consulting servicesadvising others regarding intellectual property investments; Financial evaluation for insurance purposes; Financial information provided by electronic means in the field of financial advising; Financial investment brokerage; Financial planning and investment advisory services; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial serviceslife insurance settlement services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Insurance agencies; Insurance agencies in the field of insurance; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of prize indemnity; Insurance brokerage in the field of insurance; Insurance brokerage services; Insurance consultancy; Insurance consultancy servicesproviding advice in the field of property and casualty insurance; Insurance consultation; Insurance consulting in the field of all insurance; Insurance information; Insurance serviceswriting property and casualty insurance; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Life insurance brokerage; Processingadministering and managing employee benefit plans concerning insurance and finance; Providing detailed information regarding available insurance products for commercial property and casualtyprofessional and personal lines; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others; Providing information about healthcare insurance plans; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Real estate investment services; Strategic corporate financial advisory services; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

25 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

04/14/2025

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

04/14/2025

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

04/14/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/14/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

11/25/2024

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

11/03/2024

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

12/30/2020

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

12/30/2020

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/30/2020

ES8R

TEAS SECTION 8 RECEIVED

11/16/2020

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

11/03/2020

R.PR

REGISTERED-PRINCIPAL REGISTER

11/03/2015

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

08/18/2015

PUBO

PUBLISHED FOR OPPOSITION

08/18/2015

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

07/29/2015

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

07/10/2015

ALIE

ASSIGNED TO LIE

07/09/2015

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/24/2015

XAEC

EXAMINER'S AMENDMENT ENTERED

06/24/2015

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

06/24/2015

GNEA

EXAMINERS AMENDMENT E-MAILED

06/24/2015

CNEA

EXAMINERS AMENDMENT -WRITTEN

06/24/2015

DOCK

ASSIGNED TO EXAMINER

06/23/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/30/2015

NWAP

NEW APPLICATION ENTERED

03/23/2015

Continuous trademark protection

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