FINANCIAL EDUCATION SERVICES

Brand Owner (click to sort) Address Description
"THE FINANCIAL COACH" Helgesen, Michael 90 GROVE STREET, SUITE 212 Ridgefield CT 06877 Financial education services, namely, conducting personal and group conferences and seminars in the fields of financial planning, insurance, investments, estate and retirement planning, education funding and employee benefits and distributing course materials in connection therewith;THE FINANCIAL COACH;
$MART KIDS $MART PARENTS Christie, Frances 1803 - 15152 Russell Ave White Rock V4B0A3 Canada Financial education services, namely, conducting classes and seminars in the fields of saving money, spending money, budgeting and long terms saving and financial literacy; workshops and seminars in the fields of financial planning, financial education, namely, providing financial education services in the fields of saving money, spending money, budgeting and long terms saving and financial literacy;The mark consists of a depiction of a girl standing behind a sign featuring the wording $mart KIDS in stylized font, with five coins and three bills of paper currency, above the wording $mart PARENTS in stylized font.;Printed matter, namely, books in the area of financial education and financial literacy, children's books, books in the area of financial education, and educational books in the area of financial education and financial literacy; ball pens; pencils; writing pads; notebooks; stick-on whiteboards and dry-erase boards; greeting cards; calendars; self-stick notes and pads; office binders; bumper stickers; stationery stickers; paper banners; paper napkins;SMART KIDS SMART PARENTS;Color is not claimed as a feature of the mark.;Operating a website featuring online retail store services that feature educational and training materials in the fields of financial planning, financial education, financial literacy and financial awareness;KIDS AND PARENTS;
90 DAY NUMBER O'Leary, Kevin 40 Chestnut Park Road Toronto M4W1W8 Canada Financial education services, namely, arranging and conducting seminars and classes in the fields of financial planning and investment management;Computer software, namely, educational software containing instruction in financial planning and investment management; television programs and films in the fields of financial planning and investment management; downloadable webcasts in the fields of financial planning and investment management; digital videodiscs containing instruction in the fields of financial planning and investment management; electronic newsletters in the fields of financial planning and investment management;Pamphlets containing instruction in financial planning and investment management; printed instructional and teaching materials in the fields of financial planning and investment management; printed newsletters containing instruction in financial planning and investment management;Arranging and provision of credit and loans; credit inquiry and consultation; capital investment consulting; financial planning and investment advisory services;Business management consultation;
ADORANT Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith;Financial advisory and consultancy services provided via a global computer network; financial planning and investment advisory services provided via a global computer network; financial life roadmap services, namely, financial planning; financial services, namely, wealth management provided via a global computer network; financial advice services provided via a global computer network; financial asset management provided via a global computer network; Financial advisory and consultancy services in the field of technology; financial planning and investment advisory services in the field of technology; financial services, namely, wealth management services in the field of technology; financial advice services in the field of technology; financial asset management in the field of technology; providing a website featuring educational information in the field of finance;
BIONIC FINANCIAL ADVISOR Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith, none of the foregoing relating to banking or financial trading;software for financial planning and investment, wealth management and financial asset management, none of the foregoing relating to banking or financial trading;FINANCIAL ADVISOR;
BIONIC FINANCIAL COACH Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith, none of the foregoing relating to banking or financial trading;software for financial planning and financial asset management, none of the foregoing relating to banking or financial trading;FINANCIAL COACH;
BIONIC FINANCIAL LIFE MANAGEMENT Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith, none of the foregoing relating to banking or financial trading;software for financial planning and financial asset management, none of the foregoing relating to banking or financial trading;FINANCIAL LIFE MANAGEMENT;
BIONIC FINANCIAL MANAGEMENT Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith, none of the foregoing relating to banking or financial trading;software for financial planning and investment, wealth management and financial asset management, none of the foregoing relating to banking or financial trading;FINANCIAL MANAGEMENT;
BLACK WEALTH MATTERS Ugwuomo, Nena 461 Dean Street Brooklyn NY 11217 Financial education services in the nature of workshops and classes;
BMU PLUS PT FINANCIAL 500 W. MADISON AVENUE - SUITE 350 CHICAGO IL 60661 Financial education services, namely, conducting educational classes, symposiums, conferences, programs, workshops and presentations relating to financial institutions;
CFED Heartland Institute of Financial Education Suite 312 8301 E Prentice Ave Greenwood Village CO 80111 Financial education services;CF ED; COMPETENCY FINANCIAL EDUCATION;Certification that individuals have completed a series of professional educational endeavors and have met a set of competency and qualification standards, established by the Certifier, pertaining to providing financial education.;
CLIENT-DRIVEN, ADVISOR-GUIDED Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, online non-downloadable webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith;software for financial planning and investment, wealth management and financial asset management;
COACH | CONNECT | COLLABORATE Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith;Software for financial planning and investment, wealth management and financial asset management;COACH AS TO CLASS 041;
EARNING YOUR INDEPENDENCE Performance Trust Capital Partners 500 W MADISON ST, STE 450 CHICAGO IL 60661 Financial education services, namely, conducting educational seminars, training courses, classes, symposiums, conferences, programs, and workshops relating to balance sheet management;
EDUCATE | ENGAGE | EMPOWER Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith;Software for financial planning and investment, wealth management and financial asset management;EDUCATE AS TO CLASSES 036 AND 041;
FIANCES & FINANCES Herr Capital Management 9304 South Claremont Avenue Chicago IL 60643 Financial education services, namely, workshops, seminars, classes in the field of budgeting, tax, estate planning, insurance issues, investment issues and credit issues for married couples or soon to be married couples; life planning related to marriage, namely, wedding planning;FIANCES AND FINANCES;Insurance and financial services, namely, wealth management services; providing financial and investment advice for married couples or soon to be married couples; financial planning services, namely, providing budget planning advice, tax, estate planning and insurance planning; investment advice, namely, advice for investments related to stocks, bonds, mutual funds, life insurance; and other financial products and services, namely, credit and financial consultation, financial portfolio management, mortgage financing;
FIDUCIARY FAMILY Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith;software for financial planning and investment, wealth management and financial asset management;Financial advisory and consultancy services provided via a global computer network; financial planning and investment advisory services provided via a global computer network; financial life roadmap services, namely, financial planning; financial services, namely, wealth management provided via a global computer network; financial advice services provided via a global computer network; financial asset management provided via a global computer network; Financial advisory and consultancy services in the field of technology; financial planning and investment advisory services in the field of technology; financial services, namely, wealth management services in the field of technology; financial advice services in the field of technology; financial asset management in the field of technology; providing a website featuring educational information in the field of finance;FIDUCIARY;
FINANCIAL EDUCATION INSITES Financial Education Insites 861 Fountain View Drive Deerfield IL 60015 FINANCIAL EDUCATION SERVICES, NAMELY, CONDUCTING ACTUAL AND ONLINE CLASSES, WORKSHOPS; SEMINARS IN THE AREAS OF FINANCIAL PLANNING, RETIREMENT PLANNING, INVESTMENTS AND RELATED FINANCIAL MATTERS;CALCULATORS; DOWNLOADABLE ELECTRONIC PUBLICATIONS IN THE NATURE OF BOOKS, PAMPHLETS, WORKBOOKS, NEWSLETTERS AND BROCHURES IN THE FIELD OF FINANCIAL EDUCATION;FINANCIAL PLANNING SERVICES; RETIREMENT PLANNING;FINANCIAL EDUCATION INSIGHTS;Financial Education;
FINANCIAL FITNESS ACADEMY Rood, Patrick 226 Chestnut st Westville NJ 08093 Financial education services, namely, providing classes, workshops and seminars in the field of finance;ACADEMY;
FINANCIAL HAPPINESS Stevens Visionary Strategies 344 E Scranton Ave. Lake Bluff IL 60044 FINANCIAL EDUCATION SERVICES, NAMELY, CONDUCTING ACTUAL AND ONLINE CLASSES, WORKSHOPS; SEMINARS IN THE AREAS OF FINANCIAL PLANNING, RETIREMENT PLANNING, INVESTMENTS AND RELATED FINANCIAL MATTERS;The mark consists of the words FINANCIAL HAPPINESS with a spiral design in between the words FINANCIAL and HAPPINESS.;CALCULATORS; DOWNLOADABLE ELECTRONIC PUBLICATIONS IN THE NATURE OF BOOKS, PAMPHLETS, WORKBOOKS, NEWSLETTERS AND BROCHURES IN THE FIELD OF FINANCIAL EDUCATION;FINANCIAL PLANNING SERVICES; RETIREMENT PLANNING;Color is not claimed as a feature of the mark.;FINANCIAL;
FINANCIAL LITERACY CENTER BUILDING TRUST THROUGH EDUCATION INTERNATIONAL HEALTH AWARENESS CENTER, INC. 350 E. Michigan Avenue, Suite 301 Kalamazoo MI 490073852 financial education services, namely, customized publishing of written, and audio visual works by applicant for others, namely, newsletters, brochures, pamphlets, booklets, books, overheads, calendars, presentation materials, audio and video tapes, all in the field of investment planning, debt reduction and other consumer financial issues;A stylized dollar sign and cent sign separated by an ampersand on a solid background above the words FINANCIAL LITERACY CENTER;Financial Education Services, namely, customized publishing of written and audio visual works for others, namely, newsletters, brochures, booklets, books, calendars, pamphlets, audio and video tapes, all in the field of investment planning, debt reduction, and other consumer financial issues;as to FINANCIAL LITERACY CENTER;FINANCIAL LITERACY CENTER;
FINANCIAL MATTERS Van Winkle Associates 776 Shrewsbury Avenue Tinton Falls NJ 07724 financial education services;
FROM GENERATION TO GENERATION Hatcher Enterprises 1100 E. Southlake Blvd, #250 Southlake TX 76092 Financial education services, namely conducting personal and group conferences and seminars in the field of financial planning, insurance, investments, estate and retirement planning and distributing course materials in connection therewith;
FULL DISCLOSURE PT FINANCIAL COMPANIES Suite 450 500 W Madison Street Chicago IL 60661 Financial education services, namely, conducting educational seminars, webinars, training courses, classes, symposiums, conferences, programs, workshops and other presentations relating to investment securities;
HARMONIZE Harmon Financial Advisors, Inc. Suite 110-10 10 Canebrake Blvd. Flowood MS 39232 Financial education services; Financial planning services; Financial management services; Retirement plan services; investment asset management services;
LEADING FORWARD FOR HOMEOWNERSHIP Wells Fargo & Company 9th floor 90 S. 7th Street Minneapolis MN 55402 Financial education services, namely, providing classes, seminars, and workshops in the field of promoting, preserving and expanding home ownership;Financial services, namely, mortgage planning, mortgage lending, and mortgage refinancing;
MONEY & BEYOND Call Federal Credit Union 4605 Commerce Road Richmond VA 23234 Financial education services, namely, providing classes, seminars, workshops, and personal coaching in the field of finance;MONEY AND BEYOND;MONEY;
MONEYBALL FOR BANKERS Performance Trust Capital Partners 500 W MADISON ST, STE 450 CHICAGO IL 60661 Financial education services, namely, seminars and other courses for individuals responsible for guiding portfolio investments consisting of securities, including treasuries, agencies, callable and mortgage bonds;MONEY BALL FOR BANKERS;Color is not claimed as a feature of the mark.;
MONEYTHINK Financial Education Initiative Att. Moneythink 405 West Superior Street Chicago IL 60654 financial education services, namely, providing training, courses of instruction, seminars, classes and workshops in the fields of economics, finance, personal fiscal responsibility and money management;MONEY THINK;
MT Financial Education Initiative Att. Moneythink 405 West Superior Street Chicago IL 60654 financial education services, namely, providing training, courses of instruction, seminars, classes and workshops in the fields of economics, finance, personal fiscal responsibility and money management;The mark consists of the representation of a light bulb with the letters MT in the bulb.;Color is not claimed as a feature of the mark.;
MYMONEY@WORK Catholic Charities Diocese of Fort Worth, Inc. 249 Thornhill Drive Fort Worth TX 76115 Financial education services, namely, providing classes, workshops, personal coaching, and online non-downloadable publications in the nature of informational brochures and training materials In the field of personal finance; financial wellness education and coaching services for employees; educational services offered to employees, namely, conducting programs, classes, training, coaching, mentoring, and workshops in the field of financial matters, namely, financial literacy, financial education, financial counseling, and financial planning;MY MONEY AT WORK;
MYMONEY@WORK Catholic Charities Diocese of Fort Worth, Inc. 249 Thornhill Drive Fort Worth TX 76115 Financial education services, namely, providing classes, workshops, personal coaching, and online non-downloadable publications in the nature of informational brochures and training materials in the field of personal finance; financial wellness education and coaching services for employees; educational services offered to employees, namely, conducting programs, classes, training, coaching, mentoring, and workshops in the field of financial matters, namely, financial literacy, financial education, financial counseling, and financial planning;The mark consists of stick figure of person walking up rounded rectangles shaped like stairs with words MYMoney@Work on the right side.;MY MONEY AT WORK;
MYMONEYROADMAP Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith;MY MONEY ROADMAP;
NUSENDA NUSENDA FEDERAL CREDIT UNION 4100 Pan American Freeway NE Albuquerque NM 87107 Financial education services, namely, providing financial workshops and distribution of educational materials in connection therewith;Diversified financial services, namely, cooperative credit unions, banking, online banking, business banking, money lending, investment advisory, banking and brokerage services, consumer credit consultation, mortgage lending services, money transfer, electronic funds transfer, and issuing of credit cards, debit cards, and prepaid debit cards, bill payment, and check cashing;
PEE WEE AND FRIENDS Mid-America Financial Services Corporation 2005 N. Kavaney Drive Bismarck ND 58501 Financial education services, namely, financial education programs in the nature training in the field of finances and the distribution of educational materials in connection therewith;financial services for youth, namely, savings programs for youths;
PERFORMANCE TRUST TOTAL RETURN PT FINANCIAL COMPANIES Suite 450 500 W Madison Street Chicago IL 60661 Financial education services, namely, conducting educational seminars, training courses, classes, symposiums,educational conferences, programs, workshops and educational presentations featuring fixed-income securities;Color is not claimed as a feature of the mark.;
PRUDENTIAL PLANNOW THE PRUDENTIAL INSURANCE COMPANY OF AMERICA 751 Broad Street Newark NJ 07102 Financial education services;PRUDENTIAL PLAN NOW;
QUICK MATCH G E Capital Equity Capital Group, Inc. 1 River Road Schenectady NY 12345 Financial education services, namely, providing information about business plans and other business documents needed by persons seeking funding for a business;Financial, investment, and information services, namely, facilitating communications between persons seeking funding for a business and persons seeking investments using a global communications network;Business consulting services;
RETIREMENT SNAPSHOT Ayco Company, L.P., The 321 Broadway Saratoga Springs NY 12866 financial education services, namely a personalized company savings plan report designed to help employees get the most from their company savings plan;
RISE FINANCIAL PATHWAYS RISE FINANCIAL PATHWAYS, A NON-PROFIT PUBLIC BENEFIT CORPORATION 4060 S. FIGUEROA ST. LOS ANGELES CA 90037 Financial education services, namely, providing ongoing workshops and seminars of instruction and workshops in the field of finance, small business development, and small business expansion;FINANCIAL;
ROTH IRA INSTITUTE Lange Financial Group 2200 Murray Avenue Pittsburgh PA 15217 Financial education services, namely, providing seminars and online workshops in the field of financial and retirement matters;Financial consulting services related to financial and retirement matters; estate planning for retirement plan owners and their advisors; insurance advice for retirement plan owners and their advisors; providing online information in the field of finance and retirement matters;INSTITUTE;
SECRET 10 O'Leary, Kevin 40 Chestnut Park Road Toronto M4W1W8 Canada Financial education services, namely, arranging and conducting seminars and classes in the fields of financial planning and investment management;Computer software, namely, educational software containing instruction in financial planning and investment management; television programs and films in the fields of financial planning and investment management; downloadable webcasts in the fields of financial planning and investment management; digital videodiscs containing instruction in the fields of financial planning and investment management; electronic newsletters in the fields of financial planning and investment management;Pamphlets containing instruction in financial planning and investment management; printed instructional and teaching materials in the fields of financial planning and investment management; printed newsletters containing instruction in financial planning and investment management;Arranging and provision of credit and loans; credit inquiry and consultation; capital investment consulting; financial planning and investment advisory services;SECRET TEN;Business management consultation;
STOCKEDUP StockedUp 19209 Loveland Ct. Mokena IL 60448 financial education services, namely, providing online instruction in the field of finance provided via an online platform;STOCKED UP;software as a service (SaaS) services featuring software for providing customized algorithms for financial investing;
STRAIGHT TO THE MONEY Rose M. Bellefleur 2274 Salem Rd SE Conyers, GA GA 30013 Financial education services, namely, providing on-line courses of instruction in the field of personal development, self-improvement, and finance, namely, personal finance, investing, budgeting, and debt management and distribution of related course material in connection therewith, namely, literature, audio and video recordings;
THE ADVANCED COURSE BETZOLD INVESTMENT GROUP, INC. 300 Park Boulevard Lake Level Itasca IL 60143 financial education services; namely; conducting educational seminars, training courses, classes, symposiums, conferences, programs, workshops and other presentations relating to fixed-income securities;
THE ADVANCED COURSE PT FINANCIAL COMPANIES Suite 450 500 W Madison Street Chicago IL 60661 Financial education services, namely, conducting educational seminars, training courses, classes, symposiums, conferences, programs, workshops and other presentations relating to fixed-income securities;Color is not claimed as a feature of the mark.;COURSE;
THE FAMILY FACTOR C. E. Smith Organization, Inc., The 3060 Peachtree Road, N.W. One Buckhead Plaza, 19th Floor Atlanta GA 30305 Financial education services, namely, conducting seminars for individuals and families in the field of budgeting, financial planning, investment planning, estate planning and financial management;Estate planning services for individuals and families; financial planning services for individuals and families; insurance administration services for individuals and families; bill payment services for individuals and families; estate management services for individuals and families;Accounting services for individuals and families;FAMILY;
THE MONEY ATHLETE Total Money Athlete Ste B 180 W. Olentangy St Powell OH 43065 Financial Education services, providing financial literacy training and education, educating people about financial fragility and coping with emergency or unexpected expenses in a short time period, financial planning for retirement;
THE MONEY DUNK Total Money Athlete Ste B 180 W. Olentangy St Powell OH 43065 Financial Education services, providing financial literacy training and education, educating people about financial fragility and coping with emergency or unexpected expenses in a short time period, financial planning for retirement;
THREE-TO-ONE PLATFORM Adorant Group 155 N. Wacker Drive Suite 4250 Chicago IL 60606 Financial education services, namely, providing classes, instruction, webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith;software for financial planning and investment, wealth management and financial asset management;Financial advisory and consultancy services provided via a global computer network; financial planning and investment advisory services provided via a global computer network; financial life roadmap services, namely, financial planning; financial services, namely, wealth management provided via a global computer network; financial advice services provided via a global computer network; financial asset management provided via a global computer network; Financial advisory and consultancy services in the field of technology; financial planning and investment advisory services in the field of technology; financial services, namely, wealth management services in the field of technology; financial advice services in the field of technology; financial asset management in the field of technology; providing a website featuring educational information in the field of finance;PLATFORM AS TO CLASS 009;
TMA NATION Total Money Athlete Ste B 180 W. Olentangy St Powell OH 43065 Financial Education services, Financial literacy services, providing financial literacy training and education, educating people about financial fragility and coping with emergency or unexpected expenses in a short time period, financial planning for retirement Outerwear, namely, shirts, pants, jackets, coats, hats, caps being headwear, socks and shoes;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. The invention provides consumers with the services of multiple cards or accounts while allowing consumers to carry a single card, transponder, code and/or other access device. Because the card may access combined services such as financial transaction services and transportation services, the system may facilitate charging the financial account for the transportation services. The system may allow the consumer to use loyalty points or geographic based loyalty points to pay for the transportation services. The system may also limit the use of certain loyalty points based upon the geographic area for certain transportation services in certain geographic areas.