ONLINE RETIREMENT PLAN REVIEW
Filed: January 14, 2022
A web based and/or computer application based retirement planning tool that reviews the progress of clients' savings and…
Owned by: PlanMember Financial Corporation
Serial Number: 97220435
PLANMEMBER FINANCIAL CENTERCONNECT
Filed: February 4, 2022
Platform as a service (PAAS) featuring computer software platforms for financial centers to manage their business and the…
Owned by: PlanMember Financial Corporation
Serial Number: 97254214
PLANMEMBER INVESTMENT & SAVINGS PROGRAM
Filed: February 9, 2022
A full service financial services program for retirement planning and investing consisting of personalized financial planning…
Owned by: PlanMember Financial Corporation
Serial Number: 97259633
PLANMEMBER PARTICIPANT CHOICE
Filed: February 10, 2022
Financial services, namely, mutual fund investment services where investors can select their own mutual fund investments…
Owned by: PlanMember Financial Corporation
Serial Number: 97261961
ORPR
Filed: February 10, 2022
Financial services in the nature of reviewing savings and investments and providing an analysis thereof, providing recommendations…
Owned by: PlanMember Financial Corporation
Serial Number: 97262004
THE FUTURE FAVORS THE PREPARED MIND
Filed: February 14, 2022
Production of content in the form of non-downloadable videos on financial planning, and financial and investment information…
Owned by: PlanMember Financial Corporation
Serial Number: 97266542
PERSONALIZED RETIREMENT INCOME ANALYSIS
Filed: February 16, 2022
Financial analysis, advisory and consultancy services, namely, creating personalized income and investment strategies for…
Owned by: PlanMember Financial Corporation
Serial Number: 97270541
PLANMEMBER EDUCATIONAL SERVICES
Filed: March 1, 2022
Production of financial education tools and resources, namely, videos, podcasts, and audio recordings; Development of printed…
Owned by: PlanMember Financial Corporation
Serial Number: 97289891
PRC
Filed: March 2, 2022
Financial services in the nature of providing retirement planning guidance, reviewing client retirement savings, investments…
Owned by: PlanMember Financial Corporation
Serial Number: 97292113
PERSONAL RETIREMENT CALCULATOR
Filed: March 2, 2022
Downloadable computer software for providing retirement planning guidance, reviewing client retirement savings, investments…
Owned by: PlanMember Financial Corporation
Serial Number: 97292128
PRIA
Filed: March 16, 2022
Financial services in the nature of reviewing client retirement savings, investments, and actual or projected income and…
Owned by: PlanMember Financial Corporation
Serial Number: 97315782
BENEFICIARY SUMMARY REPORT
Filed: March 23, 2022
a web-based report that organizes the user's (clients and prospective clients) financial asset account information, including…
Owned by: PlanMember Financial Corporation
Serial Number: 97327211
BENEFICIARY PLANNING SYSTEM
Filed: April 18, 2022
a web-based system used by financial advisors to help them gather financial asset account information for their clients…
Owned by: PlanMember Financial Corporation
Serial Number: 97368595
PLANMEMBER 403(B) & 457(B) SAVINGS PROGRAM
Filed: August 31, 2022
Financial planning for retirement, namely, administration of a retirement plan program designed for educational, governmental…
Owned by: PlanMember Financial Corporation
Serial Number: 97573235
PLANMEMBER PARTNERS
Filed: September 20, 2022
Providing temporary use of non-downloadable computer software for financial professionals to manage retirement accounts…
Owned by: PlanMember Financial Corporation
Serial Number: 97599481
PLANMEMBER RETIREMENT SERVICES
Filed: November 14, 2022
Financial services, namely, financial consulting provided to institutional 401(k), 403(b), 457(b), and other qualified retirement…
Owned by: PlanMember Financial Corporation
Serial Number: 97677018
PRC
Filed: April 21, 2023
Downloadable computer software for providing retirement planning guidance, reviewing client retirement savings, investments…
Owned by: PlanMember Financial Corporation
Serial Number: 97900733
PLANMEMBER FINTECH CONNECT
Filed: January 22, 2024
Web-based platform as service for financial service advisors to manage their practice; web-based tools for financial service…
Owned by: PlanMember Financial Corporation
Serial Number: 98369883
