GleanMark

M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT Trademark

M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT is a USPTO trademark filed by PCS Retirement, LLC. Status: Registered.

Trademark Facts

MarkM MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT
Serial Number88817087
Registration Number6464512
StatusRegistered
Filing Date2020-03-02
Registration Date2021-08-24
Mark TypeStylized
Nice Classes035 (Advertising & Business), 036 (Financial Services)
OwnerPCS Retirement, LLC
Attorney of RecordCamille M. Miller
Prosecution Events55
Latest EventARAA on 2025-12-22

Goods & Services

Class 035: Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes in the field of retirement planning; preparing reports relating to retirement plan investments; Providing business information concerning fiduciary compliance for business purposes; Financial record-keeping and recordkeeping services for retirement plans; Class 036: Investment advisory services and financial administration of retirement plans for others; Financial and administrative services for management of retirement plans, namely, financial investment in the field of retirement plans, and financial administration of retirement plans for sponsors and participants through an account platform with access to investment managers; Financial services related to the foregoing, namely, financial planning for retirement, providing financial information; Financial investment services, namely, providing financial investment advisory, investment management, and retirement plan financial administration services in the field of retirement planning; Financial administration of retirement plans; Financial planning for retirement; Administrative services in the field of retirement plans, namely, financial administration of retirement plans and financial administration of retirement plans for sponsors of others; Financial investment brokerage

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