| Serial Number | 87134275 |
| Word Mark | BERNICKE WEALTH MANAGEMENT |
| Filing Date | Wednesday, August 10, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, February 1, 2023 |
| Registration Number | 5175571 |
| Registration Date | Tuesday, April 4, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 17, 2017 |
| Goods and Services | Educational services, namely, providing classes, seminars, workshops, webinars and presentations in the fields of financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, financial risk management, and distribution of educational materials in connection therewith; online electronic newsletters delivered by email in the fields of financial planning, investments, estate planning, retirement planning, tax planning, financial risk management and insurance planning |
| Description of Mark | The mark consists of the wording "BERNICKE" in blue, in a stylized font, to the left of a gold vertical line. The wording "WEALTH MANAGEMENT" appears in blue, in a stylized font, to the right of the gold vertical line. |
| Goods and Services | Newsletters, brochures, and informational sheets in the field of financial planning, investments, estate planning, retirement planning, tax planning, financial risk management, and insurance planning |
| Goods and Services | Financial services, namely, financial planning, investment management, financial risk management, and estate planning services; financial information and advisory services; financial planning for retirement; financial consultancy and insurance consultancy; financial services, namely, wealth management services; financial retirement plan consulting services; investment advisory services |
| Section 2(f) Limitation Statement | As to "Bernicke" |
| Indication of Colors claimed | The color(s) blue and gold is/are claimed as a feature of the mark. |
| Goods and Services | Tax and taxation planning, information and consultancy services |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 16, 2016 |
| Primary Code | 016 |
| First Use Anywhere Date | Wednesday, June 29, 2016 |
| First Use In Commerce Date | Wednesday, June 29, 2016 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 16, 2016 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, July 20, 2016 |
| First Use In Commerce Date | Wednesday, July 20, 2016 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 16, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, July 20, 2016 |
| First Use In Commerce Date | Wednesday, July 20, 2016 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 16, 2016 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, July 7, 2016 |
| First Use In Commerce Date | Thursday, July 7, 2016 |
| Party Name | BERNICKE WEALTH MANAGEMENT, LTD |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Altoona, WI 54720 |
| Party Name | BERNICKE WEALTH MANAGEMENT, LTD |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Altoona, WI 54720 |
| Party Name | BERNICKE WEALTH MANAGEMENT, LTD |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Altoona, WI 54720 |
| Event Date | Event Description |
| Wednesday, February 1, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, February 1, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, February 1, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, July 14, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, April 4, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, April 4, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 17, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 17, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 28, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, December 2, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 28, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, November 27, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, November 27, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 22, 2016 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, November 22, 2016 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, November 22, 2016 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Tuesday, November 22, 2016 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Monday, November 21, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, August 17, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, August 16, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, August 13, 2016 | NEW APPLICATION ENTERED |