ADVISORS WHO PLAN
Live / Registered — Registered and renewed (as of 17 Feb 2026)
What this means for you
Registered since 13 Sept 2016. 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 13 Sept 2026).
Record
- Serial number
- 86893477
- Registration number
- 5040430
- Mark type
- Stylized text
- Filed
- 01 Feb 2016
- Published for opposition
- 28 Jun 2016
- Registered
- 13 Sept 2016
- Next maintenance due
- 13 Sept 2026
- Attorney of record
- Cobby J Shereff
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; financial portfolio analysis services; investment management
Owner
- ELLENBECKER INVESTMENT GROUP, INC., Waukesha, WI, US
- ELLENBECKER INVESTMENT GROUP, INC., Pewaukee, WI, US
- ELLENBECKER INVESTMENT GROUP, INC., Pewaukee, WI, US
Prior registrations
Prosecution history
- 17 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 17 Feb 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 17 Feb 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 17 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 17 Nov 2025 — TEAS SECTION 8 & 9 RECEIVED
- 13 Sept 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 12 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 12 Mar 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 12 Mar 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 12 Mar 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 12 Mar 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 03 Jun 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 03 Jun 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 03 Jun 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 13 Dec 2021 — TEAS SECTION 8 & 15 RECEIVED