SHAKESPEARE WEALTH MANAGEMENT
Live / Registered — Registered and renewed (as of 12 May 2018)
What this means for you
Registered since 28 Apr 2009. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 28 Apr 2019).
Record
- Serial number
- 77412736
- Registration number
- 3611151
- Mark type
- Stylized text
- Filed
- 04 Mar 2008
- Published for opposition
- 10 Feb 2009
- Registered
- 28 Apr 2009
- Next maintenance due
- 28 Apr 2019
- Attorney of record
- Daniel E. Kattman, Esq.
Goods and services
- Class 035 — Advertising and business services: Providing business succession planning, tax and taxation planning, advice, information and consulting services
- Class 036 — Insurance and financial services: Financial services, namely, providing investment management, financial planning, estate planning, insurance planning and review of current policies; charitable services, namely, developing and managing charitable giving programs on behalf of individuals
Owner
- SHAKESPEARE WEALTH MANAGEMENT, LLC, PEWAUKEE, WI, US
- Shakespeare Wealth Management, Inc., PEWAUKEE, WI, US
- Shakespeare Wealth Management, Inc., Brookfield, WI, US
- Shakespeare Wealth Management, Inc., Brookfield, WI, US
Prosecution history
- 03 Feb 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 12 May 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 12 May 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 12 May 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 12 May 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 02 May 2018 — TEAS SECTION 8 & 9 RECEIVED
- 02 May 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 28 Apr 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Dec 2017 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 14 Dec 2017 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 14 Dec 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 15 Apr 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 Apr 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 14 Apr 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 02 Apr 2015 — TEAS SECTION 8 & 15 RECEIVED