OPTIFUND
Filed: March 18, 1985
ADMINISTRATION, MANAGEMENT, BROKERAGE AND CONSULTING SERVICES IN THE FIELD OF MUTUAL FUND INVESTMENT PLANS
Owned by: PlanMember Financial Corporation
Serial Number: 73527346
PLANNING YOUR FUTURE...TODAY
Filed: January 4, 1988
FINANCIAL ADVISORY SERVICES FOR INDIVIDUALS
Owned by: PlanMember Financial Corporation
Serial Number: 73703941
EPLANMEMBER
online financial planning services; online financial retirement planning services; online life insurance underwriting services…
Owned by: PlanMember Financial Corporation
Serial Number: 76003585
PLANMEMBER ONLINE
online financial planning services; online financial retirement planning services; and online financial and investment consulting…
Owned by: PlanMember Financial Corporation
Serial Number: 76250660
OPTIFUNDINSURANCE
Insurance agency; insurance brokerage; insurance administration; offering, distributing and administrating annuities
Owned by: PlanMember Financial Corporation
Serial Number: 77048025
OPTIFUNDPREFERENCE
Funds investment services, namely, administration and advisory services in the field of mutual fund investments; financial…
Owned by: PlanMember Financial Corporation
Serial Number: 77191505
OPTIFUNDSELECT
Funds investment services, namely, administration in the field of mutual fund investments; financial services, namely, mutual…
Owned by: PlanMember Financial Corporation
Serial Number: 77192146
PARTNERSHIP FOR SUCCESS
Educational services, namely, providing training and seminars to financial advisors related to building a fee based business…
Owned by: PlanMember Financial Corporation
Serial Number: 77545199
PLANMEMBER ONLINE
Filed: June 23, 2020
Online financial planning services; online financial planning for retirement; and investment consulting, management, and…
Owned by: PlanMember Financial Corporation
Serial Number: 90016948
Image Trademark
Filed: June 23, 2020
financial retirement planning services
Owned by: PlanMember Financial Corporation
Serial Number: 90016971
PLANMEMBER SERVICES
Filed: June 23, 2020
financial retirement planning services
Owned by: PlanMember Financial Corporation
Serial Number: 90016984
OPTIFUND
Filed: June 23, 2020
Financial administration, management, brokerage and consulting services in the field of mutual fund investment plans
Owned by: PlanMember Financial Corporation
Serial Number: 90017007
PLANNING YOUR FUTURE...TODAY
Filed: June 23, 2020
financial advisory services for individuals
Owned by: PlanMember Financial Corporation
Serial Number: 90017016
PLANMEMBER
Filed: June 23, 2020
Financial planning services; financial retirement planning services; financial and investment consulting, and management…
Owned by: PlanMember Financial Corporation
Serial Number: 90017026
PARTNERSHIP FOR SUCCESS
Filed: July 10, 2020
Educational services, namely, providing training and seminars to financial advisors that concern the offering of retirement…
Owned by: PlanMember Financial Corporation
Serial Number: 90046147
PLANMEMBER UNIVERSITY
Filed: August 11, 2020
Printed correspondence course materials in the field of financial planning and financial retirement planning
Owned by: PlanMember Financial Corporation
Serial Number: 90106299
RETIREMENT ACADEMY
Filed: August 11, 2020
Business support services, namely business consulting for organizations regarding retirement planning and investments
Owned by: PlanMember Financial Corporation
Serial Number: 90106318
MEMBERMINDS
Filed: August 11, 2020
Online videos and interviews in the nature of financial planning, financial and investment information and options; Educational…
Owned by: PlanMember Financial Corporation
Serial Number: 90106393
PLANMEMBERCONNECT
Filed: August 11, 2020
online platform for managing retirement accounts, managing investments and insurance policies, accessing marketing materials…
Owned by: PlanMember Financial Corporation
Serial Number: 90106415
PLANMEMBER FINANCIAL CENTER
Filed: August 11, 2020
financial services in the nature of financial planning, investment planning, and retirement planning services; online financial…
Owned by: PlanMember Financial Corporation
Serial Number: 90106504
PLANMEMBER WORKPLACE SAVINGS PROGRAM
Filed: August 11, 2020
financial retirement planning services
Owned by: PlanMember Financial Corporation
Serial Number: 90106531
PLANMEMBER WORKPLACE ADVISORY PROGRAM
Filed: August 11, 2020
financial retirement planning services
Owned by: PlanMember Financial Corporation
Serial Number: 90106558
PLANMEMBER RETIREMENT & INVESTMENT PROGRAM
Filed: August 11, 2020
financial services, namely, providing public education, non-profits, and individuals with retirement plan advice in the…
Owned by: PlanMember Financial Corporation
Serial Number: 90106577
PLANMEMBER PERSONAL RETIREMENT PLAN
Filed: August 11, 2020
financial retirement planning services
Owned by: PlanMember Financial Corporation
Serial Number: 90106598
PLANMEMBER CLIENTCONNECT
Filed: August 18, 2020
online platform for managing client retirement accounts, managing client investments and insurance policies, accessing educational…
Owned by: PlanMember Financial Corporation
Serial Number: 90121539
PLANMEMBER BUSINESSCONNECT
Filed: August 18, 2020
online platform for managing retirement accounts, managing investments and insurance policies, accessing marketing materials…
Owned by: PlanMember Financial Corporation
Serial Number: 90121587
PLANMEMBER ENTERPRISECONNECT
Filed: August 18, 2020
online platform for managing retirement accounts, managing investments and insurance policies, accessing marketing materials…
Owned by: PlanMember Financial Corporation
Serial Number: 90121675
PLANMEMBER ADVISORCONNECT
Filed: August 18, 2020
online platform for managing retirement accounts, managing and making investments, managing and purchasing insurance policies…
Owned by: PlanMember Financial Corporation
Serial Number: 90121712
PLANMEMBER COMPLIANCECONNECT
Filed: August 18, 2020
online platform for ensuring conformity with federal and state rules, laws, and regulations governing financial institutions…
Owned by: PlanMember Financial Corporation
Serial Number: 90121746
PLANMEMBER NEWSCONNECT
Filed: June 14, 2021
an internet based portal via a computer network or intranet for sales and distribution centers and partners to access a…
Owned by: PlanMember Financial Corporation
Serial Number: 90772040
PRP
Filed: August 13, 2021
financial retirement planning services
Owned by: PlanMember Financial Corporation
Serial Number: 90882358
PLANMEMBER SELECT
Filed: September 9, 2021
Financial services, namely, financial advisory services to enable investors to select their own mutual fund investments…
Owned by: PlanMember Financial Corporation
Serial Number: 97019670
PLANMEMBER ELITE
Filed: September 9, 2021
Providing financial information; financial services, namely, financial planning and financial management of mutual fund…
Owned by: PlanMember Financial Corporation
Serial Number: 97019842
PLANMEMBER STRATEGIST
Filed: September 9, 2021
Financial services, namely, financial advisory services of third-party investment strategists who each offer a series of…
Owned by: PlanMember Financial Corporation
Serial Number: 97019895
PLANMEMBER POOLED EMPLOYER PLAN
Filed: September 10, 2021
Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers
Owned by: PlanMember Financial Corporation
Serial Number: 97021899
PLANMEMBER PEP
Filed: September 10, 2021
Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers
Owned by: PlanMember Financial Corporation
Serial Number: 97022096
PLANMEMBER ADVISOR
Filed: December 15, 2021
Financial advisory, planning, and management services, namely, offering, planning, and management of mutual fund portfolios…
Owned by: PlanMember Financial Corporation
Serial Number: 97173659
PLANMEMBER RETIREMENT SELECT
Filed: December 30, 2021
Financial services, namely, financial advisory services to enable investors to select their own mutual fund investments…
Owned by: PlanMember Financial Corporation
Serial Number: 97196801
PLANMEMBER PREFERENCE
Filed: December 30, 2021
Individual retirement account services, namely, managing retirement accounts, allocating client funds in a retirement account…
Owned by: PlanMember Financial Corporation
Serial Number: 97196964
PLANMEMBER INSURANCE
Filed: January 3, 2022
Financial services in the nature of the issuance and distribution of insurance company annuity products
Owned by: PlanMember Financial Corporation
Serial Number: 97200668
