THE APPLIED FINANCE GROUP, LTD. logo

THE APPLIED FINANCE GROUP, LTD.

12 Marks
Corp.
First Filed:Aug 26, 2019Latest Filed:Jul 14, 2023Address:121 W. Wacker Drive, Suite 1260, Chicago, IL 60601

Portfolio Overview

Registered
10(83%)
Dead
2(17%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
11(92%)
Class 9
Electronics, Software & Scientific Equipment
1(8%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
0(0%)
As Defendant
1(100%)

Top Firms

LAMPEL LAW, P.C.(Jul 2023)
10

Trademark Portfolio

12 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
THE PASSIVE PERFORMANCE TAX
THE PASSIVE PERFORMANCE TAX
Service Mark
Word
REGISTERED
Owner:
Serial:98085832
Filed:Jul 14, 2023
Classes:36
Registration:8111512
Registered:Jan 20, 2026
Goods & Services
Financial advice; Financial analysis; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial valuations; Financial portfolio analysis services; Financial portfolio management; Financial advice relating to tax; Financial advice relating to income tax; 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; Providing financial information; "TAX"
RISK SAGE
RISK SAGE
Trademark
Word
ABANDONED
Owner:
Serial:97313854
Filed:Mar 15, 2022
Classes:9
Goods & Services
"RISK"
WEALTH CREATION EFFECT
WEALTH CREATION EFFECT
Service Mark
Word
REGISTERED
Owner:
Serial:97313848
Filed:Mar 15, 2022
Classes:36
Registration:7057229
Registered:May 16, 2023
Goods & Services
"WEALTH CREATION"
SYSTEMATIC FUNDAMENTAL ANALYSIS
SYSTEMATIC FUNDAMENTAL ANALYSIS
Service Mark
Word
ABANDONED
Owner:
Serial:90888174
Filed:Aug 17, 2021
Classes:36
Goods & Services
"ANALYSIS"
WEALTH CREATION FACTOR
WEALTH CREATION FACTOR
Service Mark
Word
REGISTERED
Owner:
Serial:90829047
Filed:Jul 14, 2021
Classes:36
Registration:8079966
Registered:Dec 23, 2025
Goods & Services
Class 036: Financial advice; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial information and evaluations; Financial management; Financial planning; Financial planning for retirement; Financial research; Financial valuations
WEALTH CREATION MATRIX
WEALTH CREATION MATRIX
Service Mark
Word
REGISTERED
Owner:
Serial:90829035
Filed:Jul 14, 2021
Classes:36
Registration:7853607
Registered:Jul 1, 2025
Goods & Services
Financial advice; Financial analyses; Financial analysis; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial planning consultation; Financial research; Financial trust planning; Financial valuations; "WEALTH"
QUANTITATIVE VALUATION
QUANTITATIVE VALUATION
Service Mark
Word
REGISTERED
Owner:
Serial:90390719
Filed:Dec 17, 2020
Classes:36
Registration:6624031
Registered:Jan 18, 2022
Goods & Services
Class 036: Financial advice; Financial analyses; Financial consultancy; Financial information and evaluations; Financial management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial risk management
VALUE EXPECTATIONS
VALUE EXPECTATIONS
Service Mark
Word
REGISTERED
Owner:
Serial:90390732
Filed:Dec 17, 2020
Classes:36
Registration:6524444
Registered:Oct 19, 2021
Goods & Services
Class 036: Financial advice; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial information and evaluations; Financial management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial research; Financial valuations; Providing financial information
EMV
EMV
Service Mark
Word
REGISTERED
Owner:
Serial:90228297
Filed:Sep 30, 2020
Classes:36
Registration:6841105
Registered:Sep 6, 2022
Goods & Services
Financial consultancy; Financial management; Investment advisory services; Investment consultancy; Investment consultation; Advice relating to investments; Financial valuations; Fiscal valuation; Fiscal valuations and assessments; investment management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial research; Financial risk management
VALUATION DAY
VALUATION DAY
Service Mark
Word
REGISTERED
Owner:
Serial:90200030
Filed:Sep 22, 2020
Classes:36
Registration:6841102
Registered:Sep 6, 2022
Goods & Services
Class 036: Financial consultancy; Financial management; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Advice relating to investments; Financial valuations; Fiscal valuation; Fiscal valuations and assessments
ECONOMIC PROFIT HORIZON
ECONOMIC PROFIT HORIZON
Service Mark
Word
REGISTERED
Owner:
Serial:88918288
Filed:May 15, 2020
Classes:36
Registration:6431223
Registered:Jul 27, 2021
Goods & Services
"ECONOMIC PROFIT"
ECONOMIC MARGIN
ECONOMIC MARGIN
Service Mark
Word
REGISTERED
Owner:
Serial:88593175
Filed:Aug 26, 2019
Classes:36
Registration:6013626
Registered:Mar 17, 2020
Goods & Services
Financial consultancy; Financial management; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Advice relating to investments; Financial valuations; Fiscal valuation; Fiscal valuations and assessments; investment management

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