EDELMAN FINANCIAL ENGINES, LLC Trademarks
EDELMAN FINANCIAL SERVICES

EDELMAN FINANCIAL SERVICES

Filed: July 22, 1993
personal financial planning services
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 74415298

THE SMART PLAN

THE SMART PLAN

Filed: August 17, 1993
financial investment for others in the fields of securities, mutual funds and annuities
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 74425397

FINANCIAL ENGINES

FINANCIAL ENGINES

Filed: May 28, 1996
[ computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 75110862

RIC EDELMAN

RIC EDELMAN

Filed: April 28, 1997
providing financial information in the fields of business, finance, investment, money management and financial planning…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 75282991

INSIDE PERSONAL FINANCE WITH RIC EDELMAN

INSIDE PERSONAL FINANCE WITH RIC EDELMAN

Filed: June 30, 1998
Newsletters in the field of business, finance, investment and money management
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 75512845

RIC-E TRUST

RIC-E TRUST

retirement trust management services; financial management; financial planning; investment management; and investment advice…
Owned by: EDELMAN FINANCIAL SERVICES, LLC
Serial Number: 75543313

THE RETIREMENT INCOME - FOR EVERYONE TRUST

THE RETIREMENT INCOME - FOR EVERYONE TRUST

retirement trust management services; financial management; financial planning; investment management; and investment advice…
Owned by: EDELMAN FINANCIAL SERVICES, LLC
Serial Number: 75543323

FINANCIAL ENGINES

FINANCIAL ENGINES

printed materials regarding financial planning, investment analysis, portfolio allocation and recommendations for selecting…
Owned by: FINANCIAL ENGINES, INC.
Serial Number: 75977267

INVESTOR CENTRAL

INVESTOR CENTRAL

Filed: December 22, 2000
providing information via a global computer network in the field of finance and investment
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 76185648

THE MUTUAL FUND STORE

THE MUTUAL FUND STORE

Filed: July 20, 2001
FINANCIAL SERVICES, NAMELY, MUTUAL FUND MANAGEMENT SERVICES
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 76288465

THE MUTUAL FUND SHOW

THE MUTUAL FUND SHOW

Filed: August 27, 2002
Entertainment in the nature of on-going television and radio programs in the field of financial advice
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 76444039

RETIREMENT HELP FOR LIFE

RETIREMENT HELP FOR LIFE

Financial services, namely, financial planning, investment analysis, portfolio allocation, financial research, and providing…
Owned by: Financial Engines, Inc.
Serial Number: 77560492

Image Trademark

Image Trademark

Filed: September 18, 2008
Printed materials regarding financial planning, investment analysis, portfolio allocation and recommendations for selecting…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 77573313

RETIREMENT PAYCHECK

RETIREMENT PAYCHECK

investment services featuring the management of an account holder's mutual fund investments to provide a periodic payment…
Owned by: TMFS HOLDINGS, LLC
Serial Number: 77632431

SMART401K

SMART401K

INVESTMENT ADVICE TO EMPLOYEES OF COMPANIES WITH 401(k) ACCOUNTS PERTAINING TO THE INVESTMENT OF FUNDS IN THE 401(k) ACCOUNTS…
Owned by: SMART401K, LLC
Serial Number: 78378770

SOMEDAY IS NOT A DAY OF THE WEEK

SOMEDAY IS NOT A DAY OF THE WEEK

Filed: September 1, 2004
Investment advisory services; mutual fund management services
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 78477051

INVESTING SENSE

INVESTING SENSE

Filed: August 8, 2011
Publications, namely, brochures, booklets, and teaching materials in the field of financial planning and investing
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85391794

INVESTING SENSE

INVESTING SENSE

Filed: August 8, 2011
Entertainment services, namely, an on-going series featuring a discussion of financial planning and investment topics provided…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85391795

EDELMAN ONLINE

EDELMAN ONLINE

Filed: December 30, 2011
Financial services in the nature of asset administration, investment and financial planning for others; Investment services…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85506320

ANNUITY OPTIMIZER

ANNUITY OPTIMIZER

Filed: May 31, 2012
printed matter and printed publications, namely, reports, newsletters, bulletins, booklets, information sheets, reference…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85639631

EDELMAN MAP MANAGED ASSET PROGRAM

EDELMAN MAP MANAGED ASSET PROGRAM

Filed: July 16, 2012
Financial services in the nature of asset administration, investment and financial planning for others; Investment services…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85678136

EDELMAN GUIDE TO PORTFOLIO SELECTION

EDELMAN GUIDE TO PORTFOLIO SELECTION

Filed: August 2, 2012
Advice relating to investments; financial services in the nature of asset administration, investment and financial planning…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85693741

Image Trademark

Image Trademark

Filed: August 2, 2012
Advice relating to investments; financial services in the nature of asset administration, investment and financial planning…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85693803

M

M

Filed: December 3, 2012
printed matter and printed publications, namely, reports, newsletters, bulletins, booklets, information sheets, reference…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85793376

M

M

Filed: December 3, 2012
printed matter and printed publications, namely, reports, newsletters, bulletins, booklets, information sheets, reference…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 85793386

THE TRUTH ABOUT MONEY

THE TRUTH ABOUT MONEY

Filed: August 2, 2013
Series of non-fiction books in the field of personal finance and financial planning
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 86027475

THE TRUTH ABOUT MONEY

THE TRUTH ABOUT MONEY

Filed: February 18, 2014
On-line journals, namely, blogs in the field of personal finance and financial planning; online electronic newsletters delivered…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 86196412

WE WORK HARD FOR HARDWORKING PEOPLE.

WE WORK HARD FOR HARDWORKING PEOPLE.

Filed: June 23, 2015
financial consultancy services, namely, financial advice and analysis; investment advisory services; mutual fund management…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 86671901

EDELMAN FINANCIAL SERVICES: AMERICA'S FINANCIAL PLANNING FIRM

EDELMAN FINANCIAL SERVICES: AMERICA'S FINANCIAL PLANNING FIRM

Downloadable newsletters in the field of business, finance, investment and money management
Owned by: Edelman Financial Services, LLC
Serial Number: 86892351

EDELMAN FINANCIAL: AMERICA'S FINANCIAL PLANNING FIRM

EDELMAN FINANCIAL: AMERICA'S FINANCIAL PLANNING FIRM

Downloadable newsletters in the field of business, finance, investment and money management
Owned by: Edelman Financial Services, LLC
Serial Number: 86892353

BECAUSE MONEY DOESN'T COME WITH INSTRUCTIONS

BECAUSE MONEY DOESN'T COME WITH INSTRUCTIONS

Filed: March 18, 2016
Downloadable newsletters in the field of business, finance, investment and money management
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 86945369

BECAUSE MONEY DOESN'T COME WITH INSTRUCTIONS

BECAUSE MONEY DOESN'T COME WITH INSTRUCTIONS

Filed: March 18, 2016
[ Notepads; brochures in the field of personal finance and financial planning ]
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 86983323

FINANCIAL ENGINES

FINANCIAL ENGINES

Filed: June 19, 2017
printed materials, namely, newsletters, periodic reports, books, and customized investor reports regarding financial planning…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 87495945

FE

FE

Filed: June 19, 2017
printed materials, namely, newsletters, periodic reports, books, and customized investor reports regarding financial planning…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 87495971

EDELMAN FINANCIAL

EDELMAN FINANCIAL

Downloadable newsletters in the field of business, finance, investment and money management
Owned by: Edelman Financial Services, LLC
Serial Number: 87620681

FIN ENGINES

FIN ENGINES

Filed: December 7, 2017
downloadable software in the nature of a mobile application for providing investment account and portfolio information and…
Owned by: EDELMAN FINANCIAL ENGINES, LLC
Serial Number: 87712546

NEVER IDLE

NEVER IDLE

printed materials, namely, newsletters, periodic reports, books, and customized investor reports regarding financial planning…
Owned by: Financial Engines, Inc.
Serial Number: 87830665

GENUINE FIDUCIARY

GENUINE FIDUCIARY

Financial services; Fiduciary services; Financial services in the nature of wealth management services, namely, asset administration…
Owned by: Edelman Financial Services, LLC
Serial Number: 88113996

PURE FIDUCIARY

PURE FIDUCIARY

Financial services; Fiduciary services; Financial services in the nature of wealth management services, namely, asset administration…
Owned by: Edelman Financial Services, LLC
Serial Number: 88114003