Who owns the ADVISORS WHO PLAN trademark?

The ADVISORS WHO PLAN trademark is owned by ELLENBECKER INVESTMENT GROUP, INC..

What class is the ADVISORS WHO PLAN trademark registered in?

The ADVISORS WHO PLAN trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for ADVISORS WHO PLAN?

The USPTO serial number for ADVISORS WHO PLAN is 86893477.

What is the registration number for ADVISORS WHO PLAN?

ADVISORS WHO PLAN is registered under USPTO registration number 5040430.

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Updated Sep 16, 2026·16 searches this week

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ADV

USPTO Trademark Record

REGISTERED

ADVISORS WHO PLAN

SN 86893477·Reg 5040430·Filed Feb 01, 2016

Owner ELLENBECKER INVESTMENT GROUP, INC.

Financial, monetary and banking services; insurance services; real estate services.

ADVISORS WHO PLAN (Serial No. 86893477), Registration No. 5040430, is a registered US trademark filed on Feb 01, 2016 by ELLENBECKER INVESTMENT GROUP, INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: September 15, 2036

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Mark Intelligence

ADVISORS WHO PLAN (Reg. #5040430) is a registered US trademark that has been protecting its owner, ELLENBECKER INVESTMENT GROUP, INC., since 2016. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Feb 01, 2016

SERIAL

86893477

REG#

5040430

REGISTERED

Sep 13, 2016

Filing Information

StatusREGISTERED

Filing DateFeb 01, 2016

Serial Number86893477

Registration No.5040430

Registration DateSep 13, 2016

Status DateFeb 17, 2026

Published for OppositionJun 28, 2016

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 01, 2015

First use in commerce: Feb 01, 2015

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

27 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Feb 17, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Feb 17, 2026

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Feb 17, 2026

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Feb 17, 2026

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Nov 17, 2025

TEAS SECTION 8 & 9 RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Sep 13, 2025

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Mar 12, 2025

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Mar 12, 2025

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Mar 12, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 12, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 12, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 03, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jun 03, 2022

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jun 03, 2022

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Dec 13, 2021

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Sep 13, 2021

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Sep 13, 2016

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Jun 28, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jun 28, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jun 08, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

May 19, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

NON-FINAL ACTION WRITTEN

May 18, 2016

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

May 18, 2016

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 18, 2016

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

May 16, 2016

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Feb 04, 2016

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 04, 2016

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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