EZ(K) FLEX
Mark Identification

EZ(K) FLEX

Serial Number

90339210

Filing Date

Nov 24, 2020

Trademark by

CREATIVE PLANNING LLC

Classification Information

Providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; insurance brokerage services; insurance and financial risk management services; providing brokerage, risk management, information and consulting in the field of employee retirement plan benefits; investment advisory services; investment management services; investment consultation services; fund investment consulting; consulting in the field of institutional investing and portfolio management; investment risk assessment services; financial advisory services in the fields of buying and selling stocks, funds, bonds, and other investments; financial asset consultation and advisory services; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting

Insurance and Financial