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Official data from USPTO

EXCEPTIONAL PLANNING. EXTRAORDINARY SERVICE.

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

EXCEPTIONAL PLANNING. EXTRAORDINARY SERVICE.

ST13

US500000090006604

Class

36

Filing

90006604

Registration

6249508

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

18

Latest update

04/19/2026

Trademark type

Word

Nice classes

36

Filing date

06/17/2020

Registration date

01/19/2021

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/18/2026

Last transaction

04/19/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

08/31/2012

First use in commerce

08/31/2012

Drawing code

4

Owner type

03

Owner location

Waukesha, WI, US

Examiner

MARTIN, EUGENIA K

Current location

Historical data usage

Holders and representatives

Holders

Ellenbecker Investment Group, Inc.
Ellenbecker Investment Group, Inc.

Representatives

Cobby J Shereff Andrus Intellectual Property Law, LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Investment management; financial portfolio analysis services; financial advisory and consultancy services

Publications

History of USPTO decisions and trademark events.

18 publications found

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

04/18/2026

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

04/18/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/18/2026

E815

TEAS SECTION 8 & 15 RECEIVED

01/26/2026

REM1

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

01/19/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/12/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

03/12/2025

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

03/12/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

03/12/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

03/12/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

01/19/2021

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/03/2020

PUBO

PUBLISHED FOR OPPOSITION

11/03/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/14/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/26/2020

DOCK

ASSIGNED TO EXAMINER

09/20/2020

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/15/2020

NWAP

NEW APPLICATION ENTERED

06/20/2020

Continuous trademark protection

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