MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT Trademark

Trademark Overview

On Thursday, September 4, 2025, a trademark application was filed for MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT trademark a serial number of 99375752. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, September 4, 2025. This trademark is owned by Mission Advice LLC. The MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

On-line journals, namely, blogs featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Entertainment services, namely, providing podcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing on-line videos featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management, not downloadable; Entertainment services, namely, providing webcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing online no...

Financial planning; Financial planning consultation; Investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial portfolio management; Estate planning; Estate trust planning; Providing information in the field of employee financial benefit plans; Consulting and information concerning insurance; Financial planning for retirement
mission: advice your story. our mission. financial planning & wealth management

General Information

Serial Number99375752
Word MarkMISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT
Filing DateThursday, September 4, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, September 4, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesOn-line journals, namely, blogs featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Entertainment services, namely, providing podcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing on-line videos featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management, not downloadable; Entertainment services, namely, providing webcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing online non-downloadable e-books in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Educational services, namely, conducting courses and seminars in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management and distribution of course and educational materials in connection therewith; Providing on-line courses of instruction in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management via a website; Providing education courses in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management offered through online, non-downloadable videos and instructor assistance; Providing classes, seminars, workshops, presentations and retreats in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Professional coaching services in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Conducting of conferences in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management
Description of MarkThe mark consists of the navy blue wording MISSION: with the letter O being an orange ship's wheel, to the right of which is the orange word ADVICE, below which is the navy blue wording YOUR STORY. OUR MISSION., below which is the orange wording FINANCIAL PLANNING & WEALTH MANAGEMENT.
Goods and ServicesFinancial planning; Financial planning consultation; Investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial portfolio management; Estate planning; Estate trust planning; Providing information in the field of employee financial benefit plans; Consulting and information concerning insurance; Financial planning for retirement
Indication of Colors claimedThe color(s) navy blue and orange is/are claimed as a feature of the mark.
NOT AVAILABLE"FINANCIAL PLANNING & WEALTH MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 4, 2025
Primary Code036
First Use Anywhere DateThursday, July 31, 2025
First Use In Commerce DateThursday, July 31, 2025
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, September 4, 2025
Primary Code041
First Use Anywhere DateThursday, July 31, 2025
First Use In Commerce DateThursday, July 31, 2025

Trademark Owner History

Party NameMission Advice LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressShepherdstown, WV 25443

Trademark Events

Event DateEvent Description
Thursday, September 4, 2025NEW APPLICATION ENTERED
Thursday, September 4, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

mission wealth management planning story advice your financial finance providing estate investment retirement employee