U.S., Jan. 7 -- An application to own the trademark for 'THE ART AND SCIENCE OF FINANCIAL PLANNING' has been filed on May. 22, 2025.

Owner(s):

Kurt Swanson; 4474 Via Pasear, , CALIFORNIA

Goods and/or Services:

For: Investment advice; Investment management; Investment consultancy; Investment advisory services; Insurance consultancy; Insurance agencies; Financial investment analysis and stock research

Class(es): 100, 101, 102

For: Tax and taxation planning, advice, information and consultancy services

Class(es): 100, 101, 102

Mark Drawing Type: 4 - STANDARD CHARACTER MARK

https://eog-tmng.uspto.gov/#/issueDate=2026-01-06&serialNumber=99196800

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