TRAJECT
Providing temporary use of on-line non-downloadable software for creating and transmitting web-based marketing and advertising…
Owned by: Wealth2k, Inc.
Serial Number: 77136556
THE INCOME FOR LIFE MODEL
Consultation for retirement planners in the field of marketing financial services; business consultation for retirement…
Owned by: Wealth2k, Inc.
Serial Number: 78703937
WEALTH2K
marketing consulting services in the field of financial services
Owned by: Wealth2k, Inc.
Serial Number: 78773910
ROI RELIABILITY OF INCOME
retirement income planning services
Owned by: Wealth2k, Inc.
Serial Number: 78824618
COMPLIANCE2K
Technology consultation in the field of financial services sales practices and compliance
Owned by: Wealth2k, Inc.
Serial Number: 78946134
RETIREMENT TIME
Filed: January 6, 2011
Providing information to financial advisors via a personalized website for use in rendering financial advice to customers…
Owned by: Wealth2k, Inc.
Serial Number: 85211614
WEALTH LADDERS
Filed: January 6, 2011
providing information to financial advisors via a personalized website for use in rendering financial advice to customers…
Owned by: Wealth2k, Inc.
Serial Number: 85212144
SOCIAL SECURITY WISE
Filed: June 7, 2013
[ Downloadable educational materials in the field of financial planning; downloadable brochures and multimedia materials…
Owned by: Wealth2k, Inc.
Serial Number: 85953644
STESSAROM
Filed: December 13, 2013
Marketing services, namely, the development of multimedia presentations, software, interactive applications, and other digital…
Owned by: Wealth2k, Inc.
Serial Number: 86142957
HYBRID TIME-SEGMENTATION
Filed: March 10, 2014
retirement income planning services
Owned by: Wealth2k, Inc.
Serial Number: 86216621
THE LAST AND DURABLE ADVISOR
Filed: March 26, 2014
providing information to financial advisors via online and in-person training for rendering financial advice to customers…
Owned by: Wealth2k, Inc.
Serial Number: 86232299
DON'T LEAVE WORK WITHOUT US
Filed: March 16, 2015
Financial advisory services; Financial consultation and advice in the field of retirement planning
Owned by: Wealth2k, Inc.
Serial Number: 86565172
RETIREMENT TIME ADVISORS
Filed: March 16, 2015
Financial advisory services; Financial consultation and advice in the field of retirement planning
Owned by: Wealth2k, Inc.
Serial Number: 86565337
INCOME CHOICE STRATEGY
Consultation for retirement planners in the field of marketing financial services; business consultation for retirement…
Owned by: Wealth2k, Inc.
Serial Number: 86632671
CONSTRAINED INVESTOR
Filed: November 11, 2015
financial services, namely, advisory services for retirement income distribution designed to minimize the risks of inflation…
Owned by: Wealth2k, Inc.
Serial Number: 86816096
WHAT'S YOUR INCOME?
Filed: November 11, 2015
Software as a service (SAAS) services featuring software for calculating retirement income
Owned by: Wealth2k, Inc.
Serial Number: 86816145
THE THREE RETIREMENT RISKS
Financial advisory services; Financial consultation and advice in the field of retirement planning
Owned by: Wealth2k, Inc.
Serial Number: 86876648
THE 3 BIG RISKS
Financial advisory services; Financial consultation and advice in the field of retirement planning
Owned by: Wealth2k, Inc.
Serial Number: 87114908
HUMANROBO
Filed: November 7, 2016
Software as a service (SAAS) services featuring software for providing information and advice on, and calculating retirement…
Owned by: Wealth2k, Inc.
Serial Number: 87228578
WHAT'S MY INCOME?
Software as a service (SAAS) services featuring software for calculating retirement income
Owned by: Wealth2k, Inc.
Serial Number: 87362799
TIMING, INFLATION, AND LONGEVITY: THE 3 BIG RISKS
Financial advisory services; Financial consultation and advice in the field of retirement planning
Owned by: Wealth2k, Inc.
Serial Number: 87429958
THE CURE FOR INCOME DISEASE
Consultation for retirement planners in the field of marketing financial services; business consultation for retirement…
Owned by: Wealth2k, Inc.
Serial Number: 87708846
UPSELLERATE
marketing and promotional services for financial advisers; direct mail, social media marketing, and search engine advertising…
Owned by: Wealth2k, Inc.
Serial Number: 88206925
WOMEN & INCOME
Filed: February 22, 2021
consulting services for retirement planners in the field of retirement income and asset allocation
Owned by: Wealth2k, Inc.
Serial Number: 90539584
