RETIRENAV(K)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 01 Nov 2024 filing date already counts against anyone who files later.

Record

Serial number

98832488

Mark type

Stylized text

Filed

01 Nov 2024

Attorney of record

Glen Schumann

Goods and services

• Class 036 — Insurance and financial services: Financial services, namely, financial administration and management of Pooled Employer Plan (PEP) retirement accounts; Investment management services; investment management of funds; pension and pension fund investment management, namely, financial management and financial administration of corporate pension plans; portfolio investment management; stock investment management; investment advice services; real estate investment trust management services; pension services, namely, providing annuity services not constituting insurance in the nature of investment management and investment advice for annuity providers; Financial analysis and consultation services in the nature of providing financial market analyses in the form of stock market information to enable active management of investments in the field of qualified and nonqualified retirement programs and investments for others; Investment management and investment advisory services; Trustee financial services, namely financial advisory, financial asset management, and trustee services; Financial management, financial employee benefit plan administration and support services concerning insurance and finance, financial employee benefit plan information management concerning insurance and finance, financial trust information management, financial trust administration support services in the nature of financial administration of employee benefit plans concerning insurance and finance; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Investment advice related to 401(k) investments, namely, mutual funds, separate accounts and collective investment trusts (CITS); Investment management; Investment of funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Hedge fund investment services; Public equity investment management; Financial investment services, namely, fund investment consultation, investment advice, investment fund and partnership fund investment advice, investment fund transfer and transaction services, investment management services, investment administration services; Financial services, namely, employee pension plan investment management consulting and financial administration services, 401(K) plan financial consulting and financial administration services, and profit-sharing plan financial consulting and financial administration services

Owner

• Boulay Financial Advisors, LLC, Eden Prairie, MN, US

Prosecution history

• 02 Apr 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 24 Mar 2026 — EXAMINER'S AMENDMENT ENTERED
• 24 Mar 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 24 Mar 2026 — EXAMINERS AMENDMENT E-MAILED
• 24 Mar 2026 — EXAMINERS AMENDMENT -WRITTEN
• 26 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 26 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 26 Feb 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
• 26 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 26 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 26 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 26 Feb 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 26 Feb 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 28 Nov 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 28 Nov 2025 — FINAL REFUSAL E-MAILED