PURPOSE-BASED PLANNING
Mark Identification

PURPOSE-BASED PLANNING

Serial Number

86197137

Filing Date

Feb 18, 2014

Registration Date

May 5, 2015

Trademark by

ASSETMARK INC.

Active Trademark

Classification Information

Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management; printed training materials in the field of financial services

Paper Goods and Printed Matter