Peak Retirement Planning, Inc.

6 Marks

Corp.

First Filed:Jan 11, 2024Latest Filed:Dec 10, 2025Address:3600 Olentangy River Road Building 501, Columbus, OH 43214

Portfolio Overview

Registered

3(50%)

Pending

3(50%)

Top Classes

Class 36

Insurance, Financial Services & Real Estate

6(100%)

Class 41

Education and Entertainment

1(17%)

TTAB Proceedings

No litigation activity

Top Firms

Wolter Van Dyke Davis, PLLC(Mar 2025)

Wiggin and Dana LLP(Dec 2025)

Trademark Portfolio

6 results

(current & previous marks)

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Current6

Previous0

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Registered3

Pending3

Cancelled0

Abandoned0

Expired0

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Word3

Stylized0

Design1

Combined2

NonVisual0

Class 366

Class 411

MIDWESTERN MILLIONAIRES

Service Mark

Word

PENDING

Owner:

Serial:99541092

Filed:Dec 10, 2025

Classes:36

Goods & Services

Class 036: Investment advice in the fields of retirement; Investment consultation in the fields of retirement; Investment management in the fields of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial retirement plan consulting services; Advice on finance during retirement; Financial advice relating to retirement; Financial planning for retirement; Financial advice on retirement

THE 2% CLUB

Service Mark

Word

PENDING

Owner:

Serial:99541123

Filed:Dec 10, 2025

Classes:36

Goods & Services

Class 036: Investment advice in the fields of retirement; Investment consultation in the fields of retirement; Investment management in the fields of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial retirement plan consulting services; Financial planning for retirement; Advice on finance during retirement; Financial advice relating to retirement; Financial advice on retirement

5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING

Service Mark

Combined

PENDING

Owner:

Serial:99092683

Filed:Mar 19, 2025

Classes:36

Goods & Services

Financial services, namely, providing an investment option available for fixed index annuities, fixed life insurance products, and investment life insurance products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products.

98352799

Service Mark

Design

REGISTERED

Owner:

Serial:98352799

Filed:Jan 11, 2024

Classes:36

Registration:7585595

Registered:Dec 3, 2024

Goods & Services

PEAK RETIREMENT

Service Mark

Word

REGISTERED

Owner:

Serial:98352180

Filed:Jan 11, 2024

Classes:36, 41

Registration:7649767

Registered:Jan 14, 2025

Goods & Services

Workshops and seminars in the field of financial planning and financial retirement strategies and advice; Financial services, namely, providing an investment option available for fixed index annuities, fixed life insurance products, and investment life insurance products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products; Providing a website featuring educational information in the field of financial planning and financial retirement strategies; "RETIREMENT"

PEAK RETIREMENT PLANNING, INC.

Service Mark

Combined

REGISTERED

Owner:

Serial:98352872

Filed:Jan 11, 2024

Classes:36

Registration:7585597

Registered:Dec 3, 2024

Goods & Services

"RETIREMENT PLANNING, INC."

Peak Retirement Planning, Inc.

Portfolio Overview

Top Classes

TTAB Proceedings

Top Firms

Trademark Portfolio

6 results

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