OXFORD FINANCIAL GROUP, LTD. logo

OXFORD FINANCIAL GROUP, LTD.

29 Marks
LLC
First Filed:Jul 14, 1997Latest Filed:Mar 28, 2023Address:11711 N Meridian St., Suite 600, Carmel, IN 46032

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
23(79%)
Class 35
Advertising, Business Services & Retail
10(34%)
Class 45
Personal services
1(3%)

TTAB Proceedings

Total Proceedings
3
As Plaintiff
0(0%)
As Defendant
3(100%)

Top Firms

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Trademark Activity Timeline(1997 – 2025)

Trademark Portfolio

29 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PRIVATE FAMILY SERVICES OF OXFORD
PRIVATE FAMILY SERVICES OF OXFORD
Service Mark
Word
REGISTERED
Owner:
Serial:97860924
Filed:Mar 28, 2023
Classes:35, 36
Registration:7707406
Registered:Feb 25, 2025
Goods & Services
Private Family office Services, namely financial planning and advisory services; financial modeling; providing information in the field of personal finance; Tax and taxation planning, advice, information and consultancy services; accounting services; business administrative services; "PRIVATE FAMILY SERVICES"
BERKSHIRE, LLC
BERKSHIRE, LLC
Service Mark
Word
ABANDONED
Owner:
Serial:97727504
Filed:Dec 21, 2022
Classes:35
FAMILY OFFICE FELLOWS
FAMILY OFFICE FELLOWS
Service Mark
Word
ABANDONED
Owner:
Serial:97727530
Filed:Dec 21, 2022
Classes:36
OXFORD INVESTMENT FELLOWS
OXFORD INVESTMENT FELLOWS
Service Mark
Word
REGISTERED
Owner:
Serial:97727545
Filed:Dec 21, 2022
Classes:35
Registration:7249171
Registered:Dec 19, 2023
Goods & Services
Family office services, namely, tax and taxation planning, advice, information and consultancy services | financial services, namely, investment management services for high net worth individuals
COMPLETE FIDUCIARY
COMPLETE FIDUCIARY
Service Mark
Word
ABANDONED
Owner:
Serial:97532945
Filed:Aug 3, 2022
Classes:35, 36
Goods & Services
Class 035: Tax and taxation planning, advice, information and consultancy services; accounting services; business administrative services; Class 036: Registered Investment Advisory services; Family Office Services, namely financial planning and advisory services; financial modeling; providing information in the field of personal finance
COMPLETE TRANSPARENCY
COMPLETE TRANSPARENCY
Service Mark
Word
ABANDONED
Owner:
Serial:97532934
Filed:Aug 3, 2022
Classes:36
NATIONAL FIRM. MIDWESTERN ROOTS.
NATIONAL FIRM. MIDWESTERN ROOTS.
Service Mark
Word
ABANDONED
Owner:
Serial:97532930
Filed:Aug 3, 2022
Classes:35, 36
Goods & Services
Class 035: Tax and taxation planning, advice, information and consultancy services; accounting services; business administrative services; Class 036: Registered Investment Advisory services; family office services, namely financial planning and advisory services; financial modeling; providing information in the field of personal finance
OWNERS WORKING WITH OWNERS, FAMILIES AND DISCRIMINATING INSTITUTIONS
OWNERS WORKING WITH OWNERS, FAMILIES AND DISCRIMINATING INSTITUTIONS
Service Mark
Word
REGISTERED
Owner:
Serial:97532959
Filed:Aug 3, 2022
Classes:36
Registration:7274012
Registered:Jan 16, 2024
Goods & Services
Investment advice and family office services, namely, namely financial planning and advisory services; financial modeling; providing information in the field of personal finance
THOUGHTFUL. INSIGHTFUL. COMMITTED.
THOUGHTFUL. INSIGHTFUL. COMMITTED.
Service Mark
Word
REGISTERED
Owner:
Serial:97533094
Filed:Aug 3, 2022
Classes:36
Registration:7257819
Registered:Jan 2, 2024
Goods & Services
Registered investment advisory services; Family office services, namely, financial planning and advisory services; financial modeling; providing information in the field of personal finance; all of the aforementioned offered exclusively to high net worth clients
OXFORD OUTSOURCED FAMILY OFFICE
OXFORD OUTSOURCED FAMILY OFFICE
Service Mark
Word
ABANDONED
Owner:
Serial:97531301
Filed:Aug 2, 2022
Classes:36
M25 COUNSEL
M25 COUNSEL
Service Mark
Word
ABANDONED
Owner:
Serial:97514420
Filed:Jul 21, 2022
Classes:36
SWINDON TRANSITION COUNSEL
SWINDON TRANSITION COUNSEL
Service Mark
Word
REGISTERED
Owner:
Serial:97513268
Filed:Jul 21, 2022
Classes:35
Registration:7252086
Registered:Dec 26, 2023
Goods & Services
Class 035: Tax and taxation planning, advice, information and consultancy services
MAYFAIR CAPITAL PARTNERS
MAYFAIR CAPITAL PARTNERS
Service Mark
Word
REGISTERED
Owner:
Serial:97512261
Filed:Jul 20, 2022
Classes:36
Registration:7273966
Registered:Jan 16, 2024
Goods & Services
Class 036: Investment advice in the fields of investment management, specifically alternative investments
BESPOKE GENERATIONAL SOLUTIONS
BESPOKE GENERATIONAL SOLUTIONS
Service Mark
Word
REGISTERED
Owner:
Serial:97494491
Filed:Jul 8, 2022
Classes:36
Registration:7349053
Registered:Apr 2, 2024
Goods & Services
Financial services, namely, wealth management services, philanthropic services concerning monetary donations, insurance brokerage, financial planning
OXFORD FINANCIAL GROUP, LTD.
OXFORD FINANCIAL GROUP, LTD.
Service Mark
Word
REGISTERED
Owner:
Serial:97494577
Filed:Jul 8, 2022
Classes:35
Registration:7350332
Registered:Apr 9, 2024
Goods & Services
Class 035: Wealth advisor services, namely, tax and taxation planning, advice, information and consultancy services
OXFORD MASTERPLAN
OXFORD MASTERPLAN
Service Mark
Word
REGISTERED
Owner:
Serial:97494324
Filed:Jul 8, 2022
Classes:35, 36, 45
Registration:7852282
Registered:Jul 1, 2025
Goods & Services
Financial services, namely, wealth management and investment management services for high net worth individuals; Tax and taxation planning, advice, information and consultancy services; Wealth advisor services, namely, legal consultancy services relating to the establishment of trusts
OXFORD OUTCOME BASED INVESTING
OXFORD OUTCOME BASED INVESTING
Service Mark
Word
REGISTERED
Owner:
Serial:97495532
Filed:Jul 8, 2022
Classes:36
Registration:7390302
Registered:May 21, 2024
Goods & Services
Class 036: Investment advice in the fields of investment management
PREMIER COLLECTION OF OXFORD
PREMIER COLLECTION OF OXFORD
Service Mark
Word
REGISTERED
Owner:
Serial:97494498
Filed:Jul 8, 2022
Classes:35
Registration:7334875
Registered:Mar 26, 2024
Goods & Services
Class 035: Tax and taxation planning, advice, information and consultancy services
TOFF.HD
TOFF.HD
Service Mark
Word
REGISTERED
Owner:
Serial:97494493
Filed:Jul 8, 2022
Classes:35
Registration:7252047
Registered:Dec 26, 2023
Goods & Services
Tax and taxation planning, advice, information and consultancy services | Financial services, namely, wealth management and investment management services for high net worth individuals | Wealth advisor services, namely, legal consultancy services relating to the establishment of trusts
OXFORD WEALTH ADVISORS
OXFORD WEALTH ADVISORS
Service Mark
Word
ABANDONED
Owner:
Serial:78348364
Filed:Jan 6, 2004
Classes:36
Goods & Services
WEALTH ADVISORS
SAVILE ROW
SAVILE ROW
Service Mark
Word
REGISTERED
Owner:
Serial:78142712
Filed:Jul 10, 2002
Classes:36
Registration:2721510
Registered:Jun 3, 2003
Goods & Services
Class 036: fund investment consultation and management; funds investment; investment advice
FAMILY OFFICE SERVICES OF OXFORD
FAMILY OFFICE SERVICES OF OXFORD
Service Mark
Stylized
CANCELLED
Owner:
Serial:76297305
Filed:Aug 9, 2001
Classes:36
Registration:2886968
Registered:Sep 21, 2004
Goods & Services
Comprehensive financial analysis and consultation for families and individuals; "FAMILY OFFICE SERVICES"
INVESTMENT SERVICES OF OXFORD
INVESTMENT SERVICES OF OXFORD
Service Mark
Stylized
CANCELLED
Owner:
Serial:76297307
Filed:Aug 9, 2001
Classes:36
Registration:2800887
Registered:Dec 30, 2003
Goods & Services
Independent investment advisory services to families and individuals, institutions, not-for-profit and retirement plans; "INVESTMENT SERVICES"
OXFORD
OXFORD
Service Mark
Word
REGISTERED
Owner:
Serial:76297415
Filed:Aug 9, 2001
Classes:36
Registration:2811193
Registered:Feb 3, 2004
Goods & Services
Providing financial advice for closely held companies, not-for-profit organizations and individuals and families of substantial wealth; the services do not include financial management, stock brokerage or loan services
OXFORD FINANCIAL
OXFORD FINANCIAL
Service Mark
Word
CANCELLED
Owner:
Serial:76297306
Filed:Aug 9, 2001
Classes:36
Registration:2811191
Registered:Feb 3, 2004
Goods & Services
Providing financial advice for closely held companies, not-for-profit organizations and individuals and families of substantial wealth; the services do not include financial management, stock brokerage or loan services; "FINANCIAL"
OXFORD FINANCIAL GROUP, LTD. A FAMILY OF INDEPENDENT FEE-ONLY, FINANCIAL AND ADVISORY COMPANIES
OXFORD FINANCIAL GROUP, LTD. A FAMILY OF INDEPENDENT FEE-ONLY, FINANCIAL AND ADVISORY COMPANIES
Service Mark
Combined
CANCELLED
Owner:
Serial:76297406
Filed:Aug 9, 2001
Classes:36
Registration:2811192
Registered:Feb 3, 2004
Goods & Services
Providing financial advice for closely held companies, not-for-profit organizations and individuals and families of substantial wealth; the services do not include financial management, stock brokerage or loan services; "FINANCIAL GROUP, LTD. A FAMILY OF INDEPENDENT, FEE-ONLY, FINANCIAL AND ADVISORY COMPANIES"
PHILANTHROPIC COUNSEL OF OXFORD
PHILANTHROPIC COUNSEL OF OXFORD
Service Mark
Stylized
ABANDONED
Owner:
Serial:76297022
Filed:Aug 9, 2001
Classes:36
Goods & Services
financial services, namely, charitable giving consultation for family and not-for-profit entities; "PHILANTHROPIC COUNSEL"
OXFORD FINANCIAL ADVISORS CORPORATION
OXFORD FINANCIAL ADVISORS CORPORATION
Service Mark
Combined
CANCELLED
Owner:
Serial:75324165
Filed:Jul 14, 1997
Classes:36
Registration:2216754
Registered:Jan 5, 1999
Goods & Services
providing financial advice for closely held companies, not-for-profit organizations and individuals and families of substantial wealth; the services do not include financial management, stock brokerage or loan services; "FINANCIAL ADVISORS CORPORATION"
THE TRUST COMPANY OF OXFORD
THE TRUST COMPANY OF OXFORD
Service Mark
Combined
CANCELLED
Owner:
Serial:75324166
Filed:Jul 14, 1997
Classes:36
Registration:2330124
Registered:Mar 14, 2000
Goods & Services
trust services, namely, estate trust management, real estate trustee services and trusteeship representation; "TRUST COMPANY"