BALDWIN WEALTH MANAGEMENT
Mark Identification

BALDWIN WEALTH MANAGEMENT

Serial Number

97920374

Filing Date

May 4, 2023

Trademark by

THE BALDWIN INSURANCE GROUP HOLDINGS LLC

Classification Information

Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Annuity services, namely, account and investment administration; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial forecasting and insurance consultancy services, namely, predictive modeling and forecasting of personal risk and insurance coverage needs; Insurance consulting, namely, advisory and risk assessment services in the field of asset and income protection

Insurance and Financial

Regulatory compliance consulting in the field of retirement plan administration

Personal