WE FIX BROKEN RETIREMENT PLANS Trademark
Trademark Overview
On Monday, February 29, 2016, a trademark application was filed for WE FIX BROKEN RETIREMENT PLANS with the United States Patent and Trademark Office. The USPTO has given the WE FIX BROKEN RETIREMENT PLANS trademark a serial number of 86922536. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, January 16, 2026. This trademark is owned by CFS Investment Advisory Services, LLC. The WE FIX BROKEN RETIREMENT PLANS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of retirement planning; Financial planning for retirement; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans
General Information
| Serial Number | 86922536 |
| Word Mark | WE FIX BROKEN RETIREMENT PLANS |
| Filing Date | Monday, February 29, 2016 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, January 16, 2026 |
| Registration Number | 5058578 |
| Registration Date | Tuesday, October 11, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 26, 2016 |
Trademark Statements
| Goods and Services | Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of retirement planning; Financial planning for retirement; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans |
Classification Information
| 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 | Thursday, March 3, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, August 1, 2014 |
| First Use In Commerce Date | Friday, August 1, 2014 |
Trademark Owner History
| Party Name | CFS Investment Advisory Services, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Totowa, NJ 07512 |
| Party Name | CFS Investment Advisory Services, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Totowa, NJ 07512 |
| Party Name | CFS Investment Advisory Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Totowa, NJ 07512 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 3, 2016 | NEW APPLICATION ENTERED |
| Thursday, March 3, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 13, 2016 | ASSIGNED TO EXAMINER |
| Thursday, June 16, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 6, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 26, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 26, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 11, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 11, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Sunday, October 9, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, April 18, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, April 18, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, April 18, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, October 11, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Saturday, October 11, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, January 16, 2026 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, January 16, 2026 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, January 16, 2026 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, January 16, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
