AVANTAX INTELLIGENT PLANNING

Live / Registered — Registered (as of 27 Aug 2024)

What this means for you

Registered since 27 Aug 2024. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Providing a financial planning program for financial services professionals, namely, providing strategies, information, and advice in the fields of tax-focused investing, retirement planning, insurance planning, financial planning for businesses, real estate planning, educational information about financial planning, cash flow management, and wealth optimization by analyzing an individual's investments and financial plans in relation to his or her taxable income and tax bracket
Class 041 — Education and entertainment services: Educational services, namely, providing continuing education courses to financial services professionals in the field of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, and financial investment brokerage