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Trademarks owned by 'THRIVENT FINANCIAL FOR LUTHERANS'

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86709252
2015-07-30
4986702
2016-06-28
US
Thrivent Financial For Lutherans
THRIVENT FINANCIAL GUIDANCE TEAM
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    financial analysis, planning, and consultation services; financial planning for retirement; investment consultation services; insurance consultancy services
700
REGISTERED
2016-06-28
2020-09-24
management choice fitness club asset builds dollars voting bank banks milestone suite shape future small steps changes century serving lutheran
86810650
2015-11-05
US
Thrivent Financial for Lutherans
THE 5S JOURNEY
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    financial services, namely, providing financial assessments, financial planning services, and financial consultation services; financial consultation services, namely, providing customized financial planning services based on specialized assessment of customer needs; financial consulting services in the field of planned charitable monetary giving
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    educational services, namely, providing seminars and workshop programs in the field of financial assessments, financial planning, financial consultation, and charitable giving; educational services, namely, providing customer-specific financial training seminars and workshops based on a specialized assessment of the needs of the customers
606
ABANDONED - NO STATEMENT OF USE FILED
2018-01-08
2020-05-31
crash cart healthcare after diamond fabulous fortune lucky maxi premium swine snake life lifes begins through love excellence destination center
86622027
2015-05-07
4939163
2016-04-19
US
THRIVENT FINANCIAL FOR LUTHERANS
NEW MONEY MINDSET
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    providing financial assessment services, to individuals, regarding the individuals' emotional relationships with money and attitudes and behaviors around money
700
REGISTERED
2016-04-19
2020-09-24
save market time management smart saving account life card fund making people manager back bank about matters business power love
86389750
2014-09-09
4723364
2015-04-21
US
THRIVENT FINANCIAL FOR LUTHERANS
BETTER HALVES
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    financial consulting services, namely, advising couples regarding financial and investment planning
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    conducting workshops and seminars in the fields of personal finance, family matters and financial lifestyle
700
REGISTERED
2015-04-21
2020-05-31
$10 premium $5 dimes quarters pennies burger king bun fairmount plantation pecans hartford many fourth southern select freestone peach management
86395715
2014-09-16
4891298
2016-01-26
US
Thrivent Financial for Lutherans
Trademark Image
The mark consists of a mountain peak design with a circle above the peak.
  • 9
    Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
    computer software for financial planning and management, insurance planning and management, investment planning and management, life and retirement planning and management
  • 16
    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.
    print publications, namely, brochures, information sheets, and books, all in the fields of financial planning and finance, retirement planning and management, investment planning and management, and insurance planning and management
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    insurance services, namely, underwriting services in the field of life insurance, disability insurance, and annuities; insurance brokerage services; financial planning, consultation, and management services; insurance consultation in the field of life, disability, and annuities insurance planning; insurance consultation in the field of financial risk management; providing an internet website featuring information in the fields of financial planning and finance, insurance, financial planning and management for retirement, investment planning and management, and insurance planning and management; providing an internet website portal in the fields of financial planning and finance, financial planning and management for retirement, investment planning and management, and insurance planning and management
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    training services in the field of financial planning and management, insurance planning and management, investment planning and management, and retirement planning and management; education services, namely, conducting meetings, classes, seminars, conferences and workshops in the field of financial planning and management, insurance planning and management, investment planning and management, retirement planning and management
700
REGISTERED
2016-01-26
2021-01-26
management choice fitness asset bank future community resources retirement investment club builds dollars voting banks milestone suite shape small steps
86412997
2014-10-02
US
Thrivent Financial for Lutherans
SURVIVING STRUGGLING STABLE SECURE SURPLUS
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    educational services, namely, providing seminars and workshop programs in the field of financial assessments, financial planning, financial consultation, and charitable giving; educational services, namely, testing users' financial knowledge for the purpose of providing customer-specific financial training seminars and workshops
606
ABANDONED - NO STATEMENT OF USE FILED
2017-07-19
2020-05-31
thriving ss staffing spouse believing life together ãâ· stress death alright illness barely trading bearly planning am about ing living
86413013
2014-10-02
US
Thrivent Financial for Lutherans
5S
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    financial services, namely, providing financial assessments, financial planning services, and financial consultation services; financial consultation services, namely, testing and assessing customers' financial knowledge for the purpose of providing customized financial planning services; financial consulting services in the field of planned charitable monetary giving
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    educational services, namely, providing seminars and workshop programs in the field of financial assessments, financial planning, financial consultation, and charitable giving; educational services, namely, testing users' financial knowledge for the purpose of providing customer-specific financial training seminars and workshops
606
ABANDONED - NO STATEMENT OF USE FILED
2017-06-12
2020-05-31
crash cart healthcare after diamond fabulous fortune lucky maxi premium swine snake management choice fitness club asset builds dollars voting
86445004
2014-11-05
5082730
2016-11-15
US
THRIVENT FINANCIAL FOR LUTHERANS
INCOMEMATCH
  • 16
    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.
    printed educational materials, namely, questionnaires for financial planning for retirement
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    financial planning for retirement
700
REGISTERED
2016-11-15
2020-09-24
management choice fitness asset bank future community resources retirement investment club builds dollars voting banks milestone suite shape small steps
86204551
2014-02-26
4668699
2015-01-06
US
THRIVENT FINANCIAL FOR LUTHERANS
Trademark Image
The mark consists of a circle with a cross through the middle.
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    charitable fundraising services, administration of charitable funds and donations for others, and providing financial grants for a wide variety of charitable purposes
700
REGISTERED
2015-01-06
2020-09-24
management choice fitness asset bank future community resources retirement investment club builds dollars voting banks milestone suite shape small steps
86087863
2013-10-10
4660765
2014-12-23
US
THRIVENT FINANCIAL FOR LUTHERANS
Trademark Image
The mark consists of a black mountain peak design with a light blue circle above the peak.
  • 9
    Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
    computer software for financial planning and management, insurance planning and management, investment planning and management, retirement planning and management
  • 16
    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.
    print publications, namely, brochures, information sheets, and books, all in the financial, insurance, retirement planning and management, investment planning and management fields
  • 35
    Advertising; business management; business administration; office functions
    business marketing services provided to individuals relating to the financial and insurance planning and management, retirement planning and management, investment planning and management fields
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    insurance, namely, underwriting services, in the field of life, disability and annuities; insurance brokerage services; financial planning, consultation, and management services; insurance consultation in the field of life, disability and annuities insurance planning; insurance consultation in the field of financial risk management; providing an internet website in the financial, insurance, and retirement planning and management, investment planning and management fields; providing an internet website portal in financial, insurance, and retirement planning and management, investment planning and management fields
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    training services in the field of financial planning and management, insurance planning and management, investment planning and management, retirement planning and management; education services, namely, conducting meetings, classes, seminars, conferences and workshops in the field of financial planning and management, insurance planning and management, investment planning and management, retirement planning and management
700
REGISTERED
2014-12-23
2020-05-31
management choice fitness asset bank future community resources retirement investment club builds dollars voting banks milestone suite shape small steps
86095663
2013-10-18
4533691
2014-05-20
US
Thrivent Financial For Lutherans
RISE
  • 16
    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.
    kits comprised of an informational insurance handbook and a prepaid credit card given to potential customers as an incentive to purchasing life insurance and disability income insurance
710
CANCELLED - SECTION 8
2020-12-25
2021-02-02
above shine high sun low fall will occasion smoke rest still society corporation her easy records son club project beyond
86129282
2013-11-26
4604563
2014-09-16
US
THRIVENT FINANCIAL FOR LUTHERANS
TRIO
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    insurance consultation services; financial analysis, planning, consultation, and management services; financial planning for retirement; investment management and consultation services; mutual fund investment services
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    educational services, namely, meetings in the nature of tutorial sessions in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care
700
REGISTERED
2014-09-16
2020-05-31
classic eva system garden international xo serie lettuce power meat beauty dynamic design ole denmark fashion global goddess traveling jerusalem
86129334
2013-11-26
4685760
2015-02-10
US
THRIVENT FINANCIAL FOR LUTHERANS
T THRIVENT FINANCIAL
Trademark Image
The mark consists of the words "THRIVENT FINANCIAL" to the right of a stylized cross within a heart design.
  • 9
    Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
    computer software for financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care; promotional computer accessory items, namely, computer bags, computer stylus and mouse pads; magnets
  • 16
    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.
    print publications, namely, brochures, information sheets, printed educational and teaching materials, books, and membership magazines for a fraternal benefits society, all in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness; promotional printed and stationery items, namely, pens, pencils, high-lighting markers, color crayons, letter openers, paperweights, note pads and decals, calendars, paper boxes for crosses, books in the field of finances, faith and family matters, cookbooks, paper placemats, pocket folders, church flower charts, paper napkins; gift boxes; paper gift cards
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    insurance, namely, underwriting services, in the field of life, medical, long-term care, disability; insurance brokerage services; insurance consultation services; issuance and administration of annuities; financial analysis, planning, consultation, and management services; financial planning for retirement; investment management and consultation services; mutual fund investment services; full-service banking services, debit and credit card services, and online banking services; mortgage lending services, commercial and consumer lending services; providing educational scholarships and monetary grants to individuals for faith based projects; charitable fundraising services and providing grants to other individuals, organizations, institutions, communities, and church congregations for faith based projects; charitable foundation services, namely, providing fundraising activities, supplemental funding, scholarships and financial assistance for programs and services of others; securities distribution, brokerage, and investment services; securities underwriting services; trust company services and investment management services; professional fiduciary representative services
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    educational services, namely, seminars and workshops in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness; providing course materials and assessment and planning tools in connection therewith
700
REGISTERED
2015-02-10
2021-01-27
management choice fitness asset bank future community resources retirement investment club builds dollars voting banks milestone suite shape small steps
86168657
2014-01-17
4592555
2014-08-26
US
Thrivent Financial for Lutherans
WISDOM FOR WEALTH. FOR LIFE.
  • 35
    Advertising; business management; business administration; office functions
    tax consultation and planning services; [ accounting services; ] business information and accounting advisory services; business succession planning; business consulting services in the fields of succession planning, tax planning, business capitalization and business plan development
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    financial services, namely, financial planning and consulting, wealth management, developing and managing the charitable giving programs of others, estate planning, capital investment consulting, bill payment, and consulting services in the field of monetary philanthropic and charitable giving
702
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
2020-07-27
2020-09-24
ancient knowledge women modern words health experience university womens body power love technology pearls teeth information strength college pure center
86168665
2014-01-17
4592557
2014-08-26
US
THRIVENT FINANCIAL FOR LUTHERANS
RONALD BLUE & CO.
  • 35
    Advertising; business management; business administration; office functions
    tax consultation and planning services; accounting services; business information and accounting advisory services; business succession planning; business consulting services in the fields of succession planning, tax planning, business capitalization and business plan development
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    financial services, namely, financial planning and consulting, wealth management, developing and managing the charitable giving programs of others, estate planning, capital investment consulting, bill payment, and consulting services in the field of monetary philanthropic and charitable giving
702
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
2020-10-08
2020-10-08
mcdonald reagan house dr fitness mcdonalds club charities room center pub good foundation friends kids infantil childrens care mobile family
85932716
2013-05-15
4504396
2014-04-01
US
THRIVENT FINANCIAL FOR LUTHERANS
LEAGUE OF SAMARITANS
  • 16
    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.
    packaged kits comprising printed instructional, educational and teaching materials for use in planning and performing charitable services
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    charitable fundraising services; charitable services, namely, providing grants to community members to assist others in the provision of charitable services
710
CANCELLED - SECTION 8
2020-11-06
2020-12-15
major football baseball hockey soccer basketball professional united international racing states sports ivy womens junior negro poker fantasy players little
85948641
2013-06-03
4795711
2015-08-18
US
THRIVENT FINANCIAL FOR LUTHERANS
BUILT FOR PEOPLE, NOT FOR PROFIT
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    insurance, namely, underwriting services, in the field of life, disability and annuities; insurance brokerage services; financial planning, consultation, and management services; insurance consultation in the field of life, disability and annuities insurance planning; providing an internet website in the fields of financial planning and management, insurance planning and management, investment planning and management, life and retirement planning and management; providing monetary service grants to individuals; charitable fundraising services and providing grants to other individuals, organizations, institutions, communities, and church congregations
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    training services in the fields of financial planning and management, insurance planning and management, investment planning and management, life and retirement planning and management; education services, namely, conducting meetings, classes, seminars, conferences and workshops in the fields of financial planning and management, insurance planning and management, investment planning and management, life and retirement planning and management
700
REGISTERED
2015-08-18
2020-08-18
last custom life homes house tough designed best business solutions trust around green home guaranteed well banking systems time environment
85951743
2013-06-05
4735849
2015-05-12
US
THRIVENT FINANCIAL FOR LUTHERANS
CONNECTING FAITH & FINANCES FOR GOOD
  • 9
    Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
    promotional computer accessory items, namely, mouse pads; magnets
  • 16
    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.
    promotional printed and stationery items, namely, pens, pencils, high-lighting markers, color crayons, letter openers, note pads, calendars, paper boxes for crosses, paper placemats, pocket folders, church flower charts, paper napkins; paper gift cards
700
REGISTERED
2015-05-12
2020-05-31
people business community dots through communities technology customers home care future life solutions health lives time buyers businesses internet kids
85951747
2013-06-05
4679501
2015-01-27
US
THRIVENT FINANCIAL FOR LUTHERANS
Trademark Image
The mark consists of a stylized cross within a heart design.
  • 9
    Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
    computer software for financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters and health-related matters; promotional computer accessory items, namely, computer bags, stylus and mouse pads; magnets
  • 16
    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.
    print publications, namely, brochures, information sheets, printed educational and teaching materials, books, and membership magazines for a fraternal benefits society, all in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, and health-related matters; promotional printed and stationery items, namely, pens, pencils, high-lighting markers, color crayons, letter openers, paperweights, note pads and decals, calendars, paper boxes for crosses, books in the field of finances, faith and family matters, cookbooks, paper placemats, pocket folders, church flower charts, paper napkins; gift boxes; paper gift cards
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    insurance, namely, underwriting services, in the field of life, medical, long-term care, disability; insurance brokerage services; insurance consultation services; issuance and administration of annuities; financial analysis, planning, consultation, and management services; retirement planning services; investment management and consultation services; mutual fund investment services; full-service banking services, debit and credit card services, and online banking services; mortgage lending services, commercial and consumer lending services; providing educational scholarships and monetary grants to individuals; charitable fundraising services and providing grants to other individuals, organizations, institutions, communities, and church congregations; charitable foundation services, namely, providing fundraising activities, supplemental funding, scholarships and financial assistance for programs and services of others; securities distribution, brokerage, and investment services; securities underwriting services; trust company services and investment management services; professional fiduciary representative services
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    educational services, namely, seminars and workshops in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, health-related matters; providing course materials and assessment and planning tools in connection therewith
700
REGISTERED
2015-01-27
2021-01-27
management choice fitness asset bank future community resources retirement investment club builds dollars voting banks milestone suite shape small steps
85951752
2013-06-05
4679502
2015-01-27
US
THRIVENT FINANCIAL FOR LUTHERANS
THRIVENT
Trademark Image
The mark consists of the word "THRIVENT" to the right of a stylized cross within a heart design.
  • 9
    Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
    computer software for financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters and health-related matters; promotional computer accessory items, namely, computer bags, stylus and mouse pads; magnets
  • 16
    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.
    print publications, namely, brochures, information sheets, printed educational and teaching materials, books, and membership magazines for a fraternal benefits society, all in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, and health-related matters; promotional printed and stationery items, namely, pens, pencils, high-lighting markers, color crayons, letter openers, paperweights, note pads and decals, calendars, paper boxes for crosses, books in the field of finances, faith and family matters, cookbooks, paper placemats, pocket folders, church flower charts, paper napkins; gift boxes; paper gift cards
  • 36
    Insurance; financial affairs; monetary affairs; real estate affairs
    insurance, namely, underwriting services, in the field of life, medical, long-term care, disability; insurance brokerage services; insurance consultation services; issuance and administration of annuities; financial analysis, planning, consultation, and management services; retirement planning services; investment management and consultation services; mutual fund investment services; full-service banking services, debit and credit card services, and online banking services; mortgage lending services, commercial and consumer lending services; providing educational scholarships and monetary grants to individuals; charitable fundraising services and providing grants to other individuals, organizations, institutions, communities, and church congregations; charitable foundation services, namely, providing fundraising activities, supplemental funding, scholarships and financial assistance for programs and services of others; securities distribution, brokerage, and investment services; securities underwriting services; trust company services and investment management services; professional fiduciary representative services
  • 41
    Education; providing of training; entertainment; sporting and cultural activities
    educational services, namely, seminars and workshops in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, health-related matters; providing course materials and assessment and planning tools in connection therewith
700
REGISTERED
2015-01-27
2021-01-27
management choice fitness asset bank future community resources retirement investment club builds dollars voting banks milestone suite shape small steps
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