ELLENBECKER INVESTMENT GROUP, INC. logo

ELLENBECKER INVESTMENT GROUP, INC.

55 Marks
Corp.
First Filed:Aug 20, 2004Latest Filed:Feb 11, 2026Address:N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

Portfolio Overview

Registered
36(65%)
Pending
4(7%)
Dead
15(27%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
43(78%)
Class 41
Education and Entertainment
9(16%)
Class 35
Advertising, Business Services & Retail
2(4%)

TTAB Proceedings

No litigation activity

Top Firms

BLUMENFIELD & SHEREFF, LLP(Dec 2025)
53

Trademark Activity Timeline(2004 – 2026)

Trademark Portfolio

55 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
MILWAUKEE'S PHILANTHROPIC COMMUNITY MPC
MILWAUKEE'S PHILANTHROPIC COMMUNITY MPC
Trademark
Combined
PENDING
Owner:
Serial:99647348
Filed:Feb 11, 2026
Classes:9, 41
Goods & Services
Class 009: Downloadable educational podcasts in the field of philanthropy and leadership; Class 041: Entertainment services, namely, providing continuing educational and informational podcasts in the field of philanthropy and leadership
ELLENBECKER INVESTMENT GROUP
ELLENBECKER INVESTMENT GROUP
Service Mark
Word
PENDING
Owner:
Serial:99527642
Filed:Dec 3, 2025
Classes:36
Goods & Services
Class 036: Financial advisory and consultancy services in the fields of investment, retirement, insurance, and education; financial portfolio analysis services, investment management services
THE WEALTH SEED
THE WEALTH SEED
Service Mark
Word
ITU
PENDING
Owner:
Serial:99383443
Filed:Sep 9, 2025
Classes:41
Goods & Services
Class 041: Entertainment services, namely, providing podcasts in the field of financial matters; Entertainment services, namely, providing video podcasts in the field of financial matters
RESET-RELEASE-REFOCUS
RESET-RELEASE-REFOCUS
Trademark
Word
ITU
PENDING
Owner:
Serial:98757173
Filed:Sep 18, 2024
Classes:28
Goods & Services
Toys, namely push button novelty devices
EIG
EIG
Service Mark
Word
REGISTERED
Owner:
Serial:98465637
Filed:Mar 25, 2024
Classes:36
Registration:7633567
Registered:Dec 31, 2024
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
YOU DESERVE EXCEPTIONAL. YOU DESERVE EIG.
YOU DESERVE EXCEPTIONAL. YOU DESERVE EIG.
Service Mark
Word
REGISTERED
Owner:
Serial:98025567
Filed:Jun 2, 2023
Classes:36
Registration:8005622
Registered:Oct 28, 2025
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
WEALTH ADVISORS FOR REAL LIFE
WEALTH ADVISORS FOR REAL LIFE
Service Mark
Word
ABANDONED
Owner:
Serial:97264374
Filed:Feb 11, 2022
Classes:36
EXCEPTIONAL PLANNING. EXTRAORDINARY SERVICE.
EXCEPTIONAL PLANNING. EXTRAORDINARY SERVICE.
Service Mark
Word
REGISTERED
Owner:
Serial:90006604
Filed:Jun 17, 2020
Classes:36
Registration:6249508
Registered:Jan 19, 2021
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
FAMILY CONVERSATIONS GUIDED WITH CARE
FAMILY CONVERSATIONS GUIDED WITH CARE
Service Mark
Word
ABANDONED
Owner:
Serial:88459610
Filed:Jun 4, 2019
Classes:36
FINANCIAL CONVERSATIONS GUIDED WITH CARE
FINANCIAL CONVERSATIONS GUIDED WITH CARE
Service Mark
Word
ABANDONED
Owner:
Serial:88459598
Filed:Jun 4, 2019
Classes:36
ADVISORS WHO GUIDE THROUGH LIFE'S SEASONS
ADVISORS WHO GUIDE THROUGH LIFE'S SEASONS
Service Mark
Word
REGISTERED
Owner:
Serial:88349334
Filed:Mar 20, 2019
Classes:36
Registration:6373509
Registered:Jun 1, 2021
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
ADVISORS WHO HELP PRESERVE YOUR LEGACY
ADVISORS WHO HELP PRESERVE YOUR LEGACY
Service Mark
Word
REGISTERED
Owner:
Serial:88349351
Filed:Mar 20, 2019
Classes:36
Registration:6020303
Registered:Mar 24, 2020
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
ADVISORS WHO INSPIRE GROWTH
ADVISORS WHO INSPIRE GROWTH
Service Mark
Word
REGISTERED
Owner:
Serial:88349305
Filed:Mar 20, 2019
Classes:36
Registration:6373507
Registered:Jun 1, 2021
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
ADVISORS WHO PROVIDE STRUCTURE AND SUPPORT
ADVISORS WHO PROVIDE STRUCTURE AND SUPPORT
Service Mark
Word
REGISTERED
Owner:
Serial:88349320
Filed:Mar 20, 2019
Classes:36
Registration:6373508
Registered:Jun 1, 2021
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
EIG OUR PASSION FOR SERVICE DEFINES OUR CULTURE
EIG OUR PASSION FOR SERVICE DEFINES OUR CULTURE
Service Mark
Word
REGISTERED
Owner:
Serial:88307432
Filed:Feb 19, 2019
Classes:36
Registration:6732116
Registered:May 24, 2022
Goods & Services
Financial advisory and consultancy services; financial portfolio analysis services; investment management
EIG MILWAUKEE'S PHILANTHROPIC COMMUNITY
EIG MILWAUKEE'S PHILANTHROPIC COMMUNITY
Service Mark
Combined
REGISTERED
Owner:
Serial:88015754
Filed:Jun 26, 2018
Classes:41
Registration:5783435
Registered:Jun 18, 2019
Goods & Services
Entertainment services, namely, a continuing educational and informational talk show regarding philanthropy and leadership broadcast over radio and the internet; "MILWAUKEE'S PHILANTHROPIC COMMUNITY"
THE HEART OF MILWAUKEE PHILANTHROPY
THE HEART OF MILWAUKEE PHILANTHROPY
Service Mark
Word
REGISTERED
Owner:
Serial:87823079
Filed:Mar 6, 2018
Classes:41
Registration:5944871
Registered:Dec 24, 2019
Goods & Services
Educational and entertainment services, namely, continuing radio program to educate, inform and advise the public about the existence and purposes of local charities; "MILWAUKEE PHILANTHROPY"
COLLABORATION = TRUST
COLLABORATION = TRUST
Service Mark
Word
REGISTERED
Owner:
Serial:87815933
Filed:Mar 1, 2018
Classes:36
Registration:6441393
Registered:Aug 3, 2021
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
COMMUNICATION = TRUST
COMMUNICATION = TRUST
Service Mark
Word
REGISTERED
Owner:
Serial:87815980
Filed:Mar 1, 2018
Classes:36
Registration:6441394
Registered:Aug 3, 2021
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
DEPENDABILITY = TRUST
DEPENDABILITY = TRUST
Service Mark
Word
REGISTERED
Owner:
Serial:87816038
Filed:Mar 1, 2018
Classes:36
Registration:6441396
Registered:Aug 3, 2021
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
DISCIPLINE = TRUST
DISCIPLINE = TRUST
Service Mark
Word
REGISTERED
Owner:
Serial:87816010
Filed:Mar 1, 2018
Classes:36
Registration:6441395
Registered:Aug 3, 2021
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
EIG CHARITABLE CONNECTION
EIG CHARITABLE CONNECTION
Service Mark
Word
ABANDONED
Owner:
Serial:87724318
Filed:Dec 18, 2017
Classes:41
Goods & Services
"CHARITABLE"
TRANSPARENCY = TRUST
TRANSPARENCY = TRUST
Service Mark
Word
REGISTERED
Owner:
Serial:87717569
Filed:Dec 12, 2017
Classes:36
Registration:5681806
Registered:Feb 19, 2019
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
TRANSPARENCY EQUALS TRUST
TRANSPARENCY EQUALS TRUST
Service Mark
Word
ABANDONED
Owner:
Serial:87711962
Filed:Dec 7, 2017
Classes:36
ADVISORS WHO INSPIRE CONFIDENCE.
ADVISORS WHO INSPIRE CONFIDENCE.
Service Mark
Word
REGISTERED
Owner:
Serial:87554975
Filed:Aug 3, 2017
Classes:36
Registration:5499430
Registered:Jun 19, 2018
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
EIG ELLENBECKER INVESTMENT GROUP EXCEPTIONAL PLANNING. EXTRAORDINARY SERVICE.
EIG ELLENBECKER INVESTMENT GROUP EXCEPTIONAL PLANNING. EXTRAORDINARY SERVICE.
Service Mark
Combined
REGISTERED
Owner:
Serial:87511087
Filed:Jun 29, 2017
Classes:36
Registration:5416226
Registered:Mar 6, 2018
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services; "INVESTMENT GROUP"
IN THE SEA OF SIMILARITIES...EIG ELLENBECKER INVESTMENT GROUP... STANDS OUT.
IN THE SEA OF SIMILARITIES...EIG ELLENBECKER INVESTMENT GROUP... STANDS OUT.
Service Mark
Word
REGISTERED
Owner:
Serial:87509058
Filed:Jun 28, 2017
Classes:36
Registration:5576839
Registered:Oct 2, 2018
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services; "INVESTMENT GROUP"
DIVERSIFIED BY DESIGN
DIVERSIFIED BY DESIGN
Service Mark
Word
REGISTERED
Owner:
Serial:87276691
Filed:Dec 21, 2016
Classes:36
Registration:5514645
Registered:Jul 10, 2018
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services; "DIVERSIFIED"
FORWARD THINKING ADVISORS FORWARD THINKING STRATEGIES FORWARD THINKING INVESTMENTS MOVE FORWARD WITH EIG
FORWARD THINKING ADVISORS FORWARD THINKING STRATEGIES FORWARD THINKING INVESTMENTS MOVE FORWARD WITH EIG
Service Mark
Word
ABANDONED
Owner:
Serial:87276545
Filed:Dec 21, 2016
Classes:36
MOVE FORWARD WITH EIG
MOVE FORWARD WITH EIG
Service Mark
Word
REGISTERED
Owner:
Serial:87276672
Filed:Dec 21, 2016
Classes:36
Registration:5514644
Registered:Jul 10, 2018
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
ADVISORS WHO PLAN
ADVISORS WHO PLAN
Service Mark
Word
REGISTERED
Owner:
Serial:86893477
Filed:Feb 1, 2016
Classes:36
Registration:5040430
Registered:Sep 13, 2016
Goods & Services
Financial advisory and consultancy services; financial portfolio analysis services; investment management
ADVISORS WHO PLAN
ADVISORS WHO PLAN
Service Mark
Word
ABANDONED
Owner:
Serial:86893145
Filed:Feb 1, 2016
Classes:36
YOU DESERVE ADVISORS WHO LISTEN
YOU DESERVE ADVISORS WHO LISTEN
Service Mark
Word
REGISTERED
Owner:
Serial:86893114
Filed:Feb 1, 2016
Classes:36
Registration:5251887
Registered:Jul 25, 2017
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
YOU DESERVE EIG.
YOU DESERVE EIG.
Service Mark
Word
REGISTERED
Owner:
Serial:86893185
Filed:Feb 1, 2016
Classes:36
Registration:5251888
Registered:Jul 25, 2017
Goods & Services
Investment management; financial portfolio analysis services; financial advisory and consultancy services
YOU DESERVE THE BEST YOU DESERVE EIG.
YOU DESERVE THE BEST YOU DESERVE EIG.
Service Mark
Word
CANCELLED
Owner:
Serial:86893218
Filed:Feb 1, 2016
Classes:36
Registration:5251889
Registered:Jul 25, 2017
EIG, A FAMILY FRIENDLY FINANCIAL FIRM
EIG, A FAMILY FRIENDLY FINANCIAL FIRM
Service Mark
Word
ABANDONED
Owner:
Serial:86307051
Filed:Jun 11, 2014
Classes:36
Goods & Services
"FINANCIAL FIRM"
ELLENBECKER INVESTMENT GROUP, A FAMILY FRIENDLY FIRM
ELLENBECKER INVESTMENT GROUP, A FAMILY FRIENDLY FIRM
Service Mark
Word
ABANDONED
Owner:
Serial:86307075
Filed:Jun 11, 2014
Classes:36
Goods & Services
"INVESTMENT GROUP" AND "FIRM"
ADVISORS WHO CALL
ADVISORS WHO CALL
Service Mark
Word
REGISTERED
Owner:
Serial:86218197
Filed:Mar 11, 2014
Classes:36
Registration:4804888
Registered:Sep 1, 2015
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
ADVISORS WHO LISTEN
ADVISORS WHO LISTEN
Service Mark
Word
REGISTERED
Owner:
Serial:86218224
Filed:Mar 11, 2014
Classes:36
Registration:4697197
Registered:Mar 3, 2015
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
ADVISORS WHO RESPOND
ADVISORS WHO RESPOND
Service Mark
Word
REGISTERED
Owner:
Serial:86218246
Filed:Mar 11, 2014
Classes:36
Registration:4685936
Registered:Feb 10, 2015
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
GATHERING FACES FRIENDS WHO ARE AUTONOMOUS CENTERED EMPOWERED AND SPONTANEOUS
GATHERING FACES FRIENDS WHO ARE AUTONOMOUS CENTERED EMPOWERED AND SPONTANEOUS
Service Mark
Word
ABANDONED
Owner:
Serial:86093094
Filed:Oct 16, 2013
Classes:41
WHEN YOUR INTUITION SPEAKS WE LISTEN
WHEN YOUR INTUITION SPEAKS WE LISTEN
Service Mark
Word
ABANDONED
Owner:
Serial:86078491
Filed:Sep 30, 2013
Classes:36
WEEKLY DOSE
WEEKLY DOSE
Service Mark
Word
CANCELLED
Owner:
Serial:86000653
Filed:Jul 2, 2013
Classes:41
Registration:4480839
Registered:Feb 11, 2014
Goods & Services
"WEEKLY"
BEFORE WE ADVISE WE LISTEN
BEFORE WE ADVISE WE LISTEN
Service Mark
Word
REGISTERED
Owner:
Serial:85965035
Filed:Jun 20, 2013
Classes:36
Registration:4480571
Registered:Feb 11, 2014
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
BEFORE WE INVEST WE LISTEN
BEFORE WE INVEST WE LISTEN
Service Mark
Word
REGISTERED
Owner:
Serial:85965027
Filed:Jun 20, 2013
Classes:36
Registration:4480570
Registered:Feb 11, 2014
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
BEFORE WE PLAN WE LISTEN
BEFORE WE PLAN WE LISTEN
Service Mark
Word
REGISTERED
Owner:
Serial:85965054
Filed:Jun 20, 2013
Classes:36
Registration:4480572
Registered:Feb 11, 2014
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
LET US INVEST IN YOU
LET US INVEST IN YOU
Service Mark
Word
REGISTERED
Owner:
Serial:85965254
Filed:Jun 20, 2013
Classes:36
Registration:4614695
Registered:Sep 30, 2014
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
THE VOICE OF EIG
THE VOICE OF EIG
Service Mark
Word
REGISTERED
Owner:
Serial:85964920
Filed:Jun 20, 2013
Classes:41
Registration:4470767
Registered:Jan 21, 2014
Goods & Services
Educational and entertainment services, namely, a continuing radio program in the field of financial planning
WHEN YOUR INTUITION SPEAKS WE LISTEN
WHEN YOUR INTUITION SPEAKS WE LISTEN
Service Mark
Word
REGISTERED
Owner:
Serial:85965300
Filed:Jun 20, 2013
Classes:35
Registration:4598486
Registered:Sep 2, 2014
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
WOMEN INVESTING IN WOMEN
WOMEN INVESTING IN WOMEN
Service Mark
Combined
ABANDONED
Owner:
Serial:85965002
Filed:Jun 20, 2013
Classes:41
EIG
EIG
Service Mark
Combined
REGISTERED
Owner:
Serial:85964224
Filed:Jun 19, 2013
Classes:36
Registration:4477741
Registered:Feb 4, 2014
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
THE ADVISOR YOU KNOW THE ADVICE YOU TRUST THE VOICE OF EIG
THE ADVISOR YOU KNOW THE ADVICE YOU TRUST THE VOICE OF EIG
Service Mark
Word
REGISTERED
Owner:
Serial:85964325
Filed:Jun 19, 2013
Classes:36
Registration:4484340
Registered:Feb 18, 2014
Goods & Services
FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT
EIG ELLENBECKER INVESTMENT GROUP
EIG ELLENBECKER INVESTMENT GROUP
Service Mark
Combined
REGISTERED
Owner:
Serial:85679282
Filed:Jul 17, 2012
Classes:35
Registration:4304908
Registered:Mar 19, 2013
Goods & Services
Financial advisory and consultancy services in the fields of investment, retirement, insurance, and education; financial portfolio analysis services, investment management services; "INVESTMENT GROUP"
EIG EXCEPTIONAL PLANNING. EXTRAORDINARYSERVICE.
EIG EXCEPTIONAL PLANNING. EXTRAORDINARYSERVICE.
Service Mark
Word
REGISTERED
Owner:
Serial:85168527
Filed:Nov 3, 2010
Classes:36
Registration:4158532
Registered:Jun 12, 2012
Goods & Services
Financial advisory and consultancy services in the fields of investment, retirement, insurance, and education; financial portfolio analysis services, investment management services
"CONCIERGE" LIFETIME PLANNING
"CONCIERGE" LIFETIME PLANNING
Service Mark
Word
ABANDONED
Owner:
Serial:78470941
Filed:Aug 20, 2004
Classes:36
Goods & Services
"Concierge" Lifetime Planning"

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