ValMark Financial Group, LLC

23 Marks

LLC

First Filed:Sep 28, 2016Latest Filed:May 20, 2025Address:130 Springside Drive, Suite 300, Akron, OH 44333

Portfolio Overview

Registered

16(70%)

Pending

3(13%)

Dead

4(17%)

Top Classes

Class 36

Insurance, Financial Services & Real Estate

19(83%)

Class 16

Paper Goods and Printed Matter

3(13%)

Class 41

Education and Entertainment

1(4%)

TTAB Proceedings

No litigation activity

Top Firms

Emerson Thomson Bennett(May 2025)

Trademark Activity Timeline(2016 – 2025)

Trademark Portfolio

23 results

(current & previous marks)

Refine by Mark/Description🔽

Filed

Registered

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Ownership

Current23

Previous0

Status

Registered16

Pending3

Cancelled0

Abandoned4

Expired0

Mark Type

Word20

Stylized0

Design0

Combined3

NonVisual0

Class 163

Class 351

Class 3619

Class 411

CONTINUITY PARTNERS

Service Mark

Word

PENDING

Owner:

Serial:99194655

Filed:May 20, 2025

Classes:36

Goods & Services

Insurance consultation; Insurance administration; Life insurance brokerage; Providing insurance information; Insurance agency and brokerage

OPPORTUNITY ENGINE

Service Mark

Word

PENDING

Owner:

Serial:99194644

Filed:May 20, 2025

Classes:36

Goods & Services

Insurance consultation; Insurance administration; Life insurance brokerage; Providing insurance information; Insurance agency and brokerage

THE LIFE INSURANCE DESIGN QUESTIONNAIRE

Trademark

Word

PENDING

Owner:

Serial:98660452

Filed:Jul 22, 2024

Classes:16, 41

Goods & Services

Providing online publications, namely, questionnaires for assisting purchasers and life insurance salesmen in the review and analysis of competitive insurance products so as to decide which of the competitive products best meets the needs and desires of the life insurance purchaser; Printed questionnaires on insurance matters to assist purchasers and life insurance salesmen in the review and analysis of competitive insurance products so as to decide which of the competitive products best meets the needs and desires of the life insurance purchaser; "QUESTIONNAIRE"

TARGET RANGE PORTFOLIO

Service Mark

Word

REGISTERED

Owner:

Serial:97507180

Filed:Jul 18, 2022

Classes:36

Registration:7144881

Registered:Aug 22, 2023

Goods & Services

Class 036: Financial asset management; Investment advisory services

TARGET RANGE

Service Mark

Word

REGISTERED

Owner:

Serial:90626716

Filed:Apr 6, 2021

Classes:36

Registration:6860821

Registered:Sep 27, 2022

Goods & Services

Financial asset management; Investment advisory services

TARGET RANGE FUNDS

Service Mark

Word

ABANDONED

Owner:

Serial:90626052

Filed:Apr 6, 2021

Classes:36

Goods & Services

"FUNDS"

BRING THE GOLDEN RULE TO LIFE

Service Mark

Word

REGISTERED

Owner:

Serial:90287397

Filed:Oct 29, 2020

Classes:36

Registration:6616702

Registered:Jan 11, 2022

Goods & Services

Service Mark

Word

REGISTERED

Owner:

Serial:88844223

Filed:Mar 23, 2020

Classes:36

Registration:6247387

Registered:Jan 12, 2021

Goods & Services

Administration of non-qualified employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefits plans; processing, administering and managing employee benefit plans concerning insurance and finance; financial advisory and consultancy services, namely, providing strategies for employee financial benefit plans and creating personalized strategies for employee financial benefit plans

KEEP

Service Mark

Word

ABANDONED

Owner:

Serial:88485659

Filed:Jun 24, 2019

Classes:35

VWS HEDGED EQUITY

Service Mark

Word

REGISTERED

Owner:

Serial:88316192

Filed:Feb 26, 2019

Classes:36

Registration:5963184

Registered:Jan 14, 2020

Goods & Services

Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and securities; automated securities brokerage; financial analysis and consultation and insurance consultation; insurance brokerage services, namely, the brokerage, underwriting, and administration of life insurance and annuities; business management and consultation in the field of servicing and managing of insurance policies; "HEDGED EQUITY"

THE LIFE INSURANCE DESIGN QUESTIONNAIRE

Trademark

Word

REGISTERED

Owner:

Serial:88290518

Filed:Feb 6, 2019

Classes:16

Registration:5777878

Registered:Jun 11, 2019

Goods & Services

Questionnaires on insurance matters to assist purchasers and life insurance salesmen in the review and analysis of competitive insurance products so as to decide which of the competitive products best meets the needs and desires of the life insurance purchaser; "QUESTIONNAIRE"

ARC

Service Mark

Word

REGISTERED

Owner:

Serial:88212642

Filed:Nov 30, 2018

Classes:36

Registration:6242411

Registered:Jan 12, 2021

Goods & Services

Financial planning services for retirement

VWS FLEX

Service Mark

Word

REGISTERED

Owner:

Serial:88190493

Filed:Nov 12, 2018

Classes:36

Registration:5957125

Registered:Jan 7, 2020

Goods & Services

Financial and investment consultation services in the field of exchange traded funds

LA360

Service Mark

Word

REGISTERED

Owner:

Serial:87708011

Filed:Dec 5, 2017

Classes:36

Registration:5640682

Registered:Jan 1, 2019

Goods & Services

Life insurance advisory services; financial planning, namely, advising and designing financial plans involving life insurance; life insurance planning, namely, life insurance consultation

VALMARKFG

Service Mark

Word

REGISTERED

Owner:

Serial:87708014

Filed:Dec 5, 2017

Classes:36

Registration:5752327

Registered:May 14, 2019

Goods & Services

Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and securities; automated securities brokerage; financial analysis and consultation and insurance consultation; insurance services, namely, the brokerage, underwriting, and administration of life insurance and annuities

LA360

Service Mark

Word

ABANDONED

Owner:

Serial:87704351

Filed:Dec 1, 2017

Classes:36

V VALMARK FINANCIAL GROUP

Service Mark

Combined

REGISTERED

Owner:

Serial:87693313

Filed:Nov 21, 2017

Classes:36

Registration:5636145

Registered:Dec 25, 2018

Goods & Services

"FINANCIAL GROUP"

LIFE ASSURANCE 360

Service Mark

Word

REGISTERED

Owner:

Serial:87678686

Filed:Nov 9, 2017

Classes:36

Registration:5764523

Registered:May 28, 2019

Goods & Services

"LIFE ASSURANCE"

ANNUITY WIZARD

Trademark

Word

REGISTERED

Owner:

Serial:87268611

Filed:Dec 14, 2016

Classes:16

Registration:5456360

Registered:May 1, 2018

Goods & Services

Paper-based annuity case design resource, namely, printed manuals, pamphlets, brochures, handouts, and instructional materials in the field of annuity planning and sales | Computer-based annuity case design resource, namely, providing on-line non-downloadable software for identifying, selecting, and purchasing annuities

TOPS HEDGED EQUITY

Service Mark

Word

ABANDONED

Owner:

Serial:87263367

Filed:Dec 9, 2016

Classes:36

Goods & Services

"HEDGED EQUITY"

Service Mark

Combined

REGISTERED

Owner:

Serial:87208693

Filed:Oct 19, 2016

Classes:36

Registration:5254708

Registered:Aug 1, 2017

Goods & Services

Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and securities; automated securities brokerage; financial analysis and consultation and insurance consultation; insurance services, namely, the brokerage, underwriting, and administration of life insurance and annuities