KEYSTONE WEALTH MANAGEMENT
Live / Applied — New application — not yet assigned to an examiner (as of 01 Apr 2026)
What this means for you
Not registered yet, but its 01 Apr 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99739821
- Mark type
- Stylized text
- Filed
- 01 Apr 2026
Goods and services
- Class 036 — Insurance and financial services: Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services
Owner
- David M Becker, Waterloo, IA, US
Prosecution history
- 01 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 01 Apr 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 01 Apr 2026 — NEW APPLICATION ENTERED