PLAN SMART RETIRE SMART
Live / Registered — Registered and renewed (as of 28 Apr 2026)
What this means for you
Registered since 17 Jan 2017. 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 17 Jan 2037: the §8 & §9 renewal).
Record
- Serial number
- 87015751
- Registration number
- 5122258
- Mark type
- Slogan / phrase
- Filed
- 27 Apr 2016
- Published for opposition
- 01 Nov 2016
- Registered
- 17 Jan 2017
- Renewed
- new term from 17 Jan 2027
- Next maintenance filing
- §8 & §9 renewal, due by 17 Jan 2037 (grace period to 17 Jul 2037)
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial planning for retirement; Investment advisory services
Owner
- STRATEGIC FINANCIAL GROUP LLC, GRAND HAVEN, MI, US
- IQ COMPANIES, LLC, Grand Haven, MI, US
- Strategic Financial Group LLC, Grand Haven, MI, US
- Strategic Financial Group LLC, Grand Haven, MI, US
- Strategic Financial Group LLC, Grand Haven, MI, US
Prosecution history
- 28 Apr 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 28 Apr 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 28 Apr 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 28 Apr 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Feb 2026 — TEAS SECTION 8 & 9 RECEIVED
- 17 Jan 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 07 Jun 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 07 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Apr 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 09 Dec 2022 — TEAS SECTION 8 RECEIVED
- 17 Jan 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Dec 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 17 Jan 2017 — REGISTERED-PRINCIPAL REGISTER
- 01 Nov 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED