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BERNICKE WEALTH MANAGEMENT
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 01 Feb 2023

Last Applicant/ Owned by

1565 Bluestem Boulevard

Altoona

WI

54720

Serial Number

87134275 filed on 10th Aug 2016

Registration Number

5175571 registered on 04th Apr 2017

in the Principal Register

Correspondent Address

Derek L. Prestin

Ruder Ware LLSC

402 Graham Avenue, P.O. Box 187

Eau Claire WI 54702-0187

Filing Basis

1. use application currently

Disclaimer

"WEALTH MANAGEMENT"

BERNICKE WEALTH MANAGEMENT

Educational services, namely, providing classes, seminars, workshops, webinars and presentations in the fields of financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, financial risk management, and distribution of educational materials in connection therewith; online electronic newsletters delivered by email in the fields of financial pRead More

Classification Information


Class [016]
Paper Goods and Printed Material


Newsletters, brochures, and informational sheets in the field of financial planning, investments, estate planning, retirement planning, tax planning, financial risk management, and insurance planning


First Use Date in General

29th Jun 2016

First Use Date in Commerce

29th Jun 2016

Class [035]
Advertising, Business & Retail Services


Tax and taxation planning, information and consultancy services


First Use Date in General

20th Jul 2016

First Use Date in Commerce

20th Jul 2016

Class [036]
Insurance & Financial Services


Financial services, namely, financial planning, investment management, financial risk management, and estate planning services; financial information and advisory services; financial planning for retirement; financial consultancy and insurance consultancy; financial services, namely, wealth management services; financial retirement plan consulting services; investment advisory services


First Use Date in General

20th Jul 2016

First Use Date in Commerce

20th Jul 2016

Class [041]
Education and Entertainment Services


Educational services, namely, providing classes, seminars, workshops, webinars and presentations in the fields of financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, financial risk management, and distribution of educational materials in connection therewith; online electronic newsletters delivered by email in the fields of financial planning, investments, estate planning, retirement planning, tax planning, financial risk management and insurance planning


First Use Date in General

07th Jul 2016

First Use Date in Commerce

07th Jul 2016

Mark Details


Serial Number

No 87134275

Mark Type

No Service Mark

Attorney Docket Number

No 53390-00002

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.17.01 -

Straight line(s), band(s) or bar(s)

26.17.04 -

Vertical line(s), band(s) or bar(s)

Description of Design Search

The mark consists of the wording "BERNICKE" in blue, in a stylized font, to the left of a gold vertical line. The wording "WEALTH MANAGEMENT" appears in blue, in a stylized font, to the right of the gold vertical line.

Legal History


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Status DateAction Taken
01st Feb 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01st Feb 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01st Feb 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
14th Jul 2022TEAS SECTION 8 & 15 RECEIVED
04th Apr 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04th Apr 2017REGISTERED-PRINCIPAL REGISTER
17th Jan 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
17th Jan 2017PUBLISHED FOR OPPOSITION
28th Dec 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02th Dec 2016APPROVED FOR PUB - PRINCIPAL REGISTER