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FIDUCIENT ADVISORS LLC

10 Marks
LLC
First Filed:Sep 25, 2000Latest Filed:Jun 2, 2022Address:500 W. MADISON STREET, 32ND FLOOR, CHICAGO, IL 60661

Portfolio Overview

Registered
9(90%)
Dead
1(10%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
10(100%)
Class 35
Advertising, Business Services & Retail
1(10%)

TTAB Proceedings

No litigation activity

Top Firms

Carter, DeLuca, Farrell and ...(Jun 2022)
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Trademark Portfolio

10 results

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Filed
Registered
Last Activity
FIA FIDUCIARY INVESTMENT ADVISORS
FIA FIDUCIARY INVESTMENT ADVISORS
Service Mark
Combined
REGISTERED
Owner:
Serial:97440667
Filed:Jun 2, 2022
Classes:36
Registration:7068427
Registered:May 30, 2023
Goods & Services
Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis; "FIDUCIARY INVESTMENT ADVISORS"
FA FIDUCIENT ADVISORS
FA FIDUCIENT ADVISORS
Service Mark
Combined
REGISTERED
Owner:
Serial:97438905
Filed:Jun 1, 2022
Classes:36
Registration:7074989
Registered:Jun 6, 2023
Goods & Services
Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis; "ADVISORS"
FIDUCIARY LOCKBOX
FIDUCIARY LOCKBOX
Service Mark
Word
REGISTERED
Owner:
Serial:97417165
Filed:May 18, 2022
Classes:36
Registration:7300619
Registered:Feb 6, 2024
Goods & Services
Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis; "FIDUCIARY"
FIDUCIENT ADVISORS
FIDUCIENT ADVISORS
Service Mark
Word
REGISTERED
Owner:
Serial:90263428
Filed:Oct 19, 2020
Classes:35, 36
Registration:6443170
Registered:Aug 3, 2021
Goods & Services
Class 035: Cost management for the financial plans for others; financial record-keeping for 404(c) regulatory compliance purposes; Class 036: Financial services, namely, investment advice, investment management, financial planning, investment consultation, and investment of assets and funds for others, including individuals and entities; financial consultation rendered to plan sponsors, institutions, and family trusts, namely, investment advice, asset allocation analysis, performing investment manager searches
FIDUCIARY INVESTMENT OUTSOURCE
FIDUCIARY INVESTMENT OUTSOURCE
Service Mark
Word
CANCELLED
Owner:
Serial:86174111
Filed:Jan 24, 2014
Classes:36
Registration:4661268
Registered:Dec 23, 2014
Goods & Services
Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities; "INVESTMENT"
THE FIDUCIARY TRAIL
THE FIDUCIARY TRAIL
Service Mark
Word
REGISTERED
Owner:
Serial:85285719
Filed:Apr 4, 2011
Classes:36
Registration:4081376
Registered:Jan 3, 2012
Goods & Services
Class 036: Consulting services in the field of retirement plan administration and fiduciary compliance; Financial planning for retirement; Investment consultation
DISCIPLINED PORTFOLIO ADVISOR
DISCIPLINED PORTFOLIO ADVISOR
Service Mark
Word
REGISTERED
Owner:
Serial:78958734
Filed:Aug 23, 2006
Classes:36
Registration:3248763
Registered:May 29, 2007
Goods & Services
Class 036: Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities
THE FRONTIER ENGINEER
THE FRONTIER ENGINEER
Service Mark
Word
REGISTERED
Owner:
Serial:76494059
Filed:Mar 3, 2003
Classes:36
Registration:2831560
Registered:Apr 13, 2004
Goods & Services
Financial services, namely, proprietary asset allocation modeling services utilizing multiple randomized input assumptions
THE PORTFOLIO ENGINEER
THE PORTFOLIO ENGINEER
Service Mark
Word
REGISTERED
Owner:
Serial:76400877
Filed:Apr 26, 2002
Classes:36
Registration:2937052
Registered:Mar 29, 2005
Goods & Services
Financial services, namely, investment advisory services for others
THE WEALTH OFFICE
THE WEALTH OFFICE
Service Mark
Word
REGISTERED
Owner:
Serial:78027499
Filed:Sep 25, 2000
Classes:36
Registration:2629546
Registered:Oct 1, 2002
Goods & Services
Class 036: FINANCIAL CONSULTATION PROVIDED TO HIGH NET WORTH INDIVIDUALS, NAMELY, INVESTMENT ADVICE, ASSET ALLOCATION, AND INVESTMENT POLICY WRITING

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