Lifeworks IP, LLC

10 Marks

LLC

First Filed:Dec 7, 2018Latest Filed:Feb 7, 2026Address:4095 Park East Court, S.E., Suite C, Grand Rapids, MI 49546

Portfolio Overview

Registered

8(80%)

Pending

1(10%)

Dead

1(10%)

Top Classes

Class 36

Insurance, Financial Services & Real Estate

7(70%)

Class 9

Electronics, Software & Scientific Equipment

2(20%)

Class 41

Education and Entertainment

1(10%)

TTAB Proceedings

No litigation activity

Top Firms

Bodman PLC(May 2025)

Trademark Portfolio

10 results

(current & previous marks)

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Class 92

Class 367

Class 411

LIFE-DRIVEN INVESTING

Service Mark

Word

PENDING

Owner:

Serial:99640338

Filed:Feb 7, 2026

Classes:36

Goods & Services

Class 036: Investment advice; Investment management; Investment advisory services; Financial planning; Financial advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial consultancy services; Financial services, namely, wealth management services

FAMILY STRATEGIC PLANNING SYSTEM

Service Mark

Word

REGISTERED

Owner:

Serial:99211824

Filed:May 31, 2025

Classes:36

Registration:8095360

Registered:Jan 6, 2026

Goods & Services

Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services

THE FUTURE OF ADVICE

Service Mark

Word

REGISTERED

Owner:

Serial:90779190

Filed:Jun 17, 2021

Classes:41

Registration:6666718

Registered:Mar 8, 2022

Goods & Services

Providing online non-downloadable videos in the field of financial planning, investment advisory and consultation services, and wealth management services; Entertainment services, namely, providing podcasts in the field of financial planning, investment advisory and consultation services, and wealth management services

LIFEWORKS

Trademark

Word

REGISTERED

Owner:

Serial:90616580

Filed:Mar 31, 2021

Classes:9

Registration:6665118

Registered:Mar 8, 2022

Goods & Services

LIFEWORKS

Trademark

Combined

REGISTERED

Owner:

Serial:90616596

Filed:Mar 31, 2021

Classes:9

Registration:6665119

Registered:Mar 8, 2022

Goods & Services

Downloadable software for financial advisors for use in financial planning, investment advisory and consultation services, and wealth management services; downloadable software in the nature of a mobile application for use in financial planning, investment advisory and consultation services, and wealth management services | Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services

THE FUTURE OF ADVICE

Service Mark

Word

REGISTERED

Owner:

Serial:90341888

Filed:Nov 25, 2020

Classes:36

Registration:6559355

Registered:Nov 16, 2021

Goods & Services

FAMILY STRATEGIC PLANNING SYSTEM

Service Mark

Word

CANCELLED

Owner:

Serial:88222936

Filed:Dec 10, 2018

Classes:36

Registration:5753765

Registered:May 14, 2019

Goods & Services

Class 036: Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services