AMERIPRISE FINANCIAL, INC

Organization

MINNEAPOLIS, MN, US

Ticker Symbols

NYSE:AMP

NYSE:UAM

HOSPITAL & MEDICAL SERVICE PLANS
Business Address
44 SOUTH BROADWAY, 12TH FLOOR WHITE PLAINS NY 10601 914-597-2900
Mailing Address
44 SOUTH BROADWAY, 12TH FLOOR WHITE PLAINS NY 10601
State Location
NY
State of Incorporation
DE

Organizations

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Patents Grantslast 30 patents

Information Patent Grant
Opportunity list engine
- Patent number 11,392,965
- Issue date Jul 19, 2022
- Ameriprise Financial, Inc.
- Weining Mao
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
System and method for automated funds management
- Patent number 10,977,733
- Issue date Apr 13, 2021
- Ameriprise Financial, Inc.
- Ravi R. Upadhyay
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Diagnosis and anti-Mullerian hormone (AMH) administration for treat...
- Patent number 10,884,003
- Issue date Jan 5, 2021
- AMERICAN INFERTILITY OF NEW YORK, P.C.
- Norbert Gleicher
- A61 - MEDICAL OR VETERINARY SCIENCE HYGIENE
Information Patent Grant
System and method of determining portfolio complexity
- Patent number 10,878,503
- Issue date Dec 29, 2020
- Ameriprise Financial, Inc.
- Kurt J. Merkle
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Opportunity list engine
- Patent number 10,552,851
- Issue date Feb 4, 2020
- Ameriprise Financial, Inc.
- Weining Mao
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Retirement planning application
- Patent number 10,325,320
- Issue date Jun 18, 2019
- Ameriprise Financial, Inc.
- Mike R. Greene
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Management of goals and recommendations
- Patent number 10,249,001
- Issue date Apr 2, 2019
- AMERIPRISE, FINANCIAL, INC.
- William J. Moran
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Diagnosis, and anti-mullerian hormone (AMH) administration for trea...
- Patent number 10,175,252
- Issue date Jan 8, 2019
- AMERICAN INFERTILITY OF NEW YORK, P.C.
- Norbert Gleicher
- G01 - MEASURING TESTING
Information Patent Grant
Administration to improve oocyte retrieval probabilities
- Patent number 9,974,834
- Issue date May 22, 2018
- AMERICAN INFERTILITY OF NEW YORK, P.C.
- Norbert Gleicher
- A61 - MEDICAL OR VETERINARY SCIENCE HYGIENE
Information Patent Grant
Rules-based risk management
- Patent number 8,751,352
- Issue date Jun 10, 2014
- Ameriprise Financial, Inc.
- Charles W. Kadlec
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Retirement planning application
- Patent number 8,688,556
- Issue date Apr 1, 2014
- Ameriprise Financial, Inc.
- Mike R. Greene
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Management of goals and recommendations
- Patent number 8,635,142
- Issue date Jan 21, 2014
- Ameriprise Financial, Inc.
- William J. Moran
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Systems and methods of copying data
- Patent number 8,631,337
- Issue date Jan 14, 2014
- Ameriprise Financial, Inc.
- Prabhu Arokiaswamy
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Method and tool for portfolio monitoring, rebalancing and reporting
- Patent number 8,566,184
- Issue date Oct 22, 2013
- Ameriprise Financial, Inc.
- Eric Joseph Paluck
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Portfolio integration module for providing financial planning and a...
- Patent number 8,498,913
- Issue date Jul 30, 2013
- Ameriprise Financial, Inc.
- Jodi Jenson
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
System and method for providing financial planning and advice
- Patent number 8,407,125
- Issue date Mar 26, 2013
- Ameriprise Financial, Inc.
- Jodi Jenson
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Automatic income adjustment
- Patent number 8,352,294
- Issue date Jan 8, 2013
- Ameriprise Financial, Inc.
- Stephen R. Wolfrath
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Stochastic modeling module for providing financial planning and advice
- Patent number 8,306,885
- Issue date Nov 6, 2012
- Ameriprise Financial, Inc.
- Gabriela Brose
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Management of goals and recommendations
- Patent number 8,190,502
- Issue date May 29, 2012
- Ameriprise Financial, Inc.
- William J. Moran
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Asset management reconciliation system and method
- Patent number 8,036,970
- Issue date Oct 11, 2011
- Ameriprise Financial, Inc.
- Derek M. Gledhill
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
System and method for administering a fee structure for mutual fund...
- Patent number 7,962,387
- Issue date Jun 14, 2011
- Ameriprise Financial, Inc.
- Linda Marie Sobolewski Wahlberg
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Method and system for electronic archival and retrieval of electron...
- Patent number 7,933,860
- Issue date Apr 26, 2011
- Ameriprise Financial, Inc.
- Carol Vaughn Asselstine
- H04 - ELECTRIC COMMUNICATION TECHNIQUE
Information Patent Grant
System and method for determining and administering an annuity with...
- Patent number 7,711,624
- Issue date May 4, 2010
- Ameriprise Financial, Inc.
- Lynn Murphy Abbott
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Automated account statement generation process
- Patent number 7,653,587
- Issue date Jan 26, 2010
- Ameriprise Financial, Inc.
- Alana King
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
System and method for dividing a remittance and distributing a port...
- Patent number 7,653,596
- Issue date Jan 26, 2010
- Ameriprise Financial, Inc.
- Suzanne P Crane
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
System and method for facilitating investment account transfers
- Patent number 7,593,888
- Issue date Sep 22, 2009
- Ameriprise Financial, Inc.
- Duane James Block
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Method for migrating financial and indicative plan data between com...
- Patent number 7,584,131
- Issue date Sep 1, 2009
- Ameriprise Financial, Inc.
- Thomas Harold Kurtz
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
Method and apparatus for accommodating quality review in an automat...
- Patent number 7,533,053
- Issue date May 12, 2009
- Ameriprise Financial, Inc.
- Alana King
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Grant
System and method for creating a standard envelope structure
- Patent number 7,483,994
- Issue date Jan 27, 2009
- Ameriprise Financial, Inc.
- Michael Clifford Stephens
- H04 - ELECTRIC COMMUNICATION TECHNIQUE
Information Patent Grant
Service-based interface method
- Patent number 7,478,397
- Issue date Jan 13, 2009
- Ameriprise Financial, Inc.
- Steven Fred Borries
- G06 - COMPUTING CALCULATING COUNTING

Patents Applicationslast 30 patents

Information Patent Application
METHOD FOR OPERATING ACTIVE-ACTIVE MESSAGE QUEUEING HIGH AVAILABILI...
- Publication number 20240414224
- Publication date Dec 12, 2024
- AMERIPRISE FINANCIAL, INC.
- Erik Srigley
- H04 - ELECTRIC COMMUNICATION TECHNIQUE
Information Patent Application
ADVISOR RISK SCORE
- Publication number 20240037476
- Publication date Feb 1, 2024
- AMERIPRISE FINANCIAL, INC.
- VIPUL D. SAHNI
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
COMPLIANCE ACROSS MULTIPLE CLOUD ENVIRONMENTS
- Publication number 20230342179
- Publication date Oct 26, 2023
- AMERIPRISE FINANCIAL, INC.
- SCOTT SUTTLE
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
Opportunity List Engine
- Publication number 20200143393
- Publication date May 7, 2020
- AMERIPRISE FINANCIAL, INC.
- Weining Mao
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
DEHYDROEPIANDROSTERONE (DHEA) SUPPLEMENTATION ON FEMALE SEXUAL DESI...
- Publication number 20200030342
- Publication date Jan 30, 2020
- American Infertility of New York, P.C.
- Norbert Gleicher
- A61 - MEDICAL OR VETERINARY SCIENCE HYGIENE
Information Patent Application
DIAGNOSIS, AND ANTI-MULLERIAN HORMONE (AMH) ADMINISTRATION FOR TREA...
- Publication number 20190195895
- Publication date Jun 27, 2019
- American Infertility of New York, P.C.
- Norbert Gleicher
- G01 - MEASURING TESTING
Information Patent Application
Modelling of Risk Mitigation
- Publication number 20190043136
- Publication date Feb 7, 2019
- AMERIPRISE FINANCIAL, INC.
- Lynn Abbott
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
ROLE BASED ASSET ALLOCATION STRUCTURE AND MODEL
- Publication number 20170301027
- Publication date Oct 19, 2017
- AMERIPRISE FINANCIAL, INC.
- Jay Untiedt
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
OOCYTE RETRIEVAL PROBABILITIES BASED ON ANTI- MULLERIAN HORMONE (AM...
- Publication number 20170252404
- Publication date Sep 7, 2017
- American Infertility of New York, P.C.
- Norbert Gleicher
- G01 - MEASURING TESTING
Information Patent Application
DIAGNOSIS, AND ANTI-MULLERIAN HORMONE (AMH) ADMINISTRATION FOR TREA...
- Publication number 20170227554
- Publication date Aug 10, 2017
- American Infertility of New York, P.C.
- Norbert Gleicher
- G01 - MEASURING TESTING
Information Patent Application
SYSTEM AND METHOD OF DETERMINING PORTFOLIO COMPLEXITY
- Publication number 20160042458
- Publication date Feb 11, 2016
- AMERIPRISE FINANCIAL, INC.
- Kurt J. Merkle
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
Financial Product Risk Mitigation System and Method
- Publication number 20150339781
- Publication date Nov 26, 2015
- AMERIPRISE FINANCIAL, INC.
- Lynn Abbott
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
Retirement Planning Application
- Publication number 20140039938
- Publication date Feb 6, 2014
- AMERIPRISE FINANCIAL, INC.
- Mike R. Greene
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
Retirement Planning Application
- Publication number 20130332394
- Publication date Dec 12, 2013
- AMERIPRISE FINANCIAL, INC.
- Mike R. Greene
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
OPPORTUNITY LIST ENGINE
- Publication number 20130218805
- Publication date Aug 22, 2013
- AMERIPRISE FINANCIAL, INC.
- Weining Mao
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
System and Method for Automated Funds Management
- Publication number 20130124231
- Publication date May 16, 2013
- AMERIPRISE FINANCIAL, INC.
- Ravi R. Upadhyay
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
Automatic Income Adjustment
- Publication number 20130096959
- Publication date Apr 18, 2013
- AMERIPRISE FINANCIAL, INC.
- Stephen R. Wolfrath
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
RISK-BASED EVALUATION OF FINANCIAL ADVISORS
- Publication number 20130090978
- Publication date Apr 11, 2013
- AMERIPRISE FINANCIAL, INC.
- Brenda Esperum Vaughn
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
SYSTEMS AND METHODS OF COPYING DATA
- Publication number 20120246573
- Publication date Sep 27, 2012
- AMERIPRISE FINANCIAL
- Prabhu Arokiaswamy
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
MANAGEMENT OF GOALS AND RECOMMENDATIONS
- Publication number 20120197818
- Publication date Aug 2, 2012
- AMERIPRISE FINANCIAL, INC.
- William J. Moran
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
AUTOMATIC INCOME ADJUSTMENT
- Publication number 20120036087
- Publication date Feb 9, 2012
- AMERIPRISE FINANCIAL, INC.
- Stephen R. Wolfrath
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
MANAGEMENT OF GOALS AND RECOMMENDATIONS
- Publication number 20100306126
- Publication date Dec 2, 2010
- AMERIPRISE FINANCIAL, INC.
- William J. Moran
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
FINANCIAL PRODUCT RISK MITIGATION SYSTEM AND METHOD
- Publication number 20090150301
- Publication date Jun 11, 2009
- AMERIPRISE FINANCIAL, INC.
- Lynn Abbott
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
METHOD AND SYSTEM FOR ELECTRONIC ARCHIVAL AND RETRIEVAL OF ELECTRON...
- Publication number 20080270491
- Publication date Oct 30, 2008
- AMERIPRISE FINANCIAL, INC.
- Todd A. Nowacki
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
SYSTEM AND METHOD FOR DIVIDING A REMITTANCE AND DISTRIBUTING A PORT...
- Publication number 20080052230
- Publication date Feb 28, 2008
- AMERIPRISE FINANCIAL, INC.
- Suzanne P. Crane
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
ON-LINE BUSINESS-PACKET CREATOR FOR ELECTRONIC FORMS
- Publication number 20070129987
- Publication date Jun 7, 2007
- AMERIPRISE FINANCIAL, INC.
- Jamie Hauser
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
SYSTEM AND METHOD FOR EVALUATING THE PERFORMANCE OF A RETIREMENT PLAN
- Publication number 20070038542
- Publication date Feb 15, 2007
- AMERIPRISE FINANCIAL, INC.
- Ward Armstrong
- G06 - COMPUTING CALCULATING COUNTING
Information Patent Application
SYSTEM AND METHOD FOR DETERMINING AND ADMINISTERING AN ANNUITY WITH...
- Publication number 20060111997
- Publication date May 25, 2006
- AMERIPRISE FINANCIAL, INC.
- Lynn Murphy Abbott
- G06 - COMPUTING CALCULATING COUNTING

Trademarklast 30 trademarks

Information Trademark
99022416 - ADVANCESOURCE
- Serial number 99022416
- Filing date Jan 29, 2025
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
98214409 - BENEFIT PROTECTOR
- Serial number 98214409
- Filing date Oct 9, 2023
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
97714833 - SELIGMAN INVESTMENTS
- Serial number 97714833
- Registration number 7382390
- Filing date Dec 13, 2022
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
97515971 - COLUMBIA THREADNEEDLE
- Serial number 97515971
- Registration number 6980400
- Filing date Jul 22, 2022
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
97515980 - COLUMBIA THREADNEEDLE
- Serial number 97515980
- Registration number 6980401
- Filing date Jul 22, 2022
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
97348984 - AMERIPRISE OR COMPROMISE
- Serial number 97348984
- Filing date Apr 6, 2022
- Ameriprise Financial, Inc.
- 42 - Scientific and technological services and research and design relating thereto
Information Trademark
97247750 - RAVA VISTA NY
- Serial number 97247750
- Registration number 7044864
- Filing date Feb 1, 2022
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
97247754 - RAVA APEX NY
- Serial number 97247754
- Registration number 7044865
- Filing date Feb 1, 2022
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
97241506 - THE ULTIMATE ADVISOR PARTNERSHIP
- Serial number 97241506
- Registration number 6998276
- Filing date Jan 27, 2022
- Ameriprise Financial, Inc.
- 42 - Scientific and technological services and research and design relating thereto
Information Trademark
97219376 - RAVA APEX
- Serial number 97219376
- Registration number 7044814
- Filing date Jan 14, 2022
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
97219714 - RAVA
- Serial number 97219714
- Registration number 7044818
- Filing date Jan 14, 2022
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
97219705 - RAVA VISTA
- Serial number 97219705
- Registration number 7044817
- Filing date Jan 14, 2022
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
90877158 - ADVICE WORTH TALKING ABOUT.
- Serial number 90877158
- Registration number 6783737
- Filing date Aug 11, 2021
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
90792602 - AMERIPRISE OR COMPROMISE
- Serial number 90792602
- Filing date Jun 24, 2021
- Ameriprise Financial, Inc.
- 35 - Advertising
Information Trademark
90690956 - SECURESOURCE 5
- Serial number 90690956
- Registration number 6693616
- Filing date May 5, 2021
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
90690966 - SECURESOURCE CORE 2
- Serial number 90690966
- Registration number 6693618
- Filing date May 5, 2021
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
90690961 - SECURESOURCE 5 PLUS
- Serial number 90690961
- Registration number 6693617
- Filing date May 5, 2021
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
90690972 - SECURESOURCE TEMPO
- Serial number 90690972
- Registration number 6693619
- Filing date May 5, 2021
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
90648423 - CONFIDENT, CONNECTED AND IN CONTROL
- Serial number 90648423
- Registration number 6690835
- Filing date Apr 15, 2021
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
90644394 - ULTIMATE BEST ACTION
- Serial number 90644394
- Filing date Apr 14, 2021
- Ameriprise Financial, Inc.
- 42 - Scientific and technological services and research and design relating thereto
Information Trademark
90321511 - ULTIMATE ADVISOR PARTNERSHIP
- Serial number 90321511
- Filing date Nov 16, 2020
- Ameriprise Financial, Inc.
- 35 - Advertising
Information Trademark
90242695 - AMERIPRISE LEARNING EXPERIENCE
- Serial number 90242695
- Registration number 6761491
- Filing date Oct 8, 2020
- Ameriprise Financial, Inc.
- 42 - Scientific and technological services and research and design relating thereto
Information Trademark
88806211 - AMERICAN SPORTING GOODS CORP.
- Serial number 88806211
- Filing date Feb 21, 2020
- American Sporting Goods Corporation
- 28 - Games and playthings
Information Trademark
88792373 - CONFIDENT CONNECTED AND IN CONTROL
- Serial number 88792373
- Filing date Feb 11, 2020
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
88792381 - RESPONSIBLE MINDSET
- Serial number 88792381
- Filing date Feb 11, 2020
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
88289667 - RAVA 5 CHOICE
- Serial number 88289667
- Registration number 5899038
- Filing date Feb 5, 2019
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
87766211 - SECURESOURCE CORE PLUS
- Serial number 87766211
- Registration number 5582380
- Filing date Jan 23, 2018
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
87766221 - SECURESOURCE CORE NY
- Serial number 87766221
- Registration number 5582381
- Filing date Jan 23, 2018
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
87766185 - SECURESOURCE CORE
- Serial number 87766185
- Registration number 5582379
- Filing date Jan 23, 2018
- Ameriprise Financial, Inc.
- 36 - Insurance
Information Trademark
87766228 - SECURESOURCE CORE PLUS NY
- Serial number 87766228
- Registration number 5582382
- Filing date Jan 23, 2018
- Ameriprise Financial, Inc.
- 36 - Insurance

AMERIPRISE FINANCIAL, INC

Organization

Ticker Symbols

Business Address

Mailing Address

State Location

State of Incorporation

Patents Grantslast 30 patents

Opportunity list engine

System and method for automated funds management

Diagnosis and anti-Mullerian hormone (AMH) administration for treat...

System and method of determining portfolio complexity

Opportunity list engine

Retirement planning application

Management of goals and recommendations

Diagnosis, and anti-mullerian hormone (AMH) administration for trea...

Administration to improve oocyte retrieval probabilities

Rules-based risk management

Retirement planning application

Management of goals and recommendations

Systems and methods of copying data

Method and tool for portfolio monitoring, rebalancing and reporting

Portfolio integration module for providing financial planning and a...

System and method for providing financial planning and advice

Automatic income adjustment

Stochastic modeling module for providing financial planning and advice

Management of goals and recommendations

Asset management reconciliation system and method

System and method for administering a fee structure for mutual fund...

Method and system for electronic archival and retrieval of electron...

System and method for determining and administering an annuity with...

Automated account statement generation process

System and method for dividing a remittance and distributing a port...

System and method for facilitating investment account transfers

Method for migrating financial and indicative plan data between com...

Method and apparatus for accommodating quality review in an automat...

System and method for creating a standard envelope structure

Service-based interface method

Patents Applicationslast 30 patents

METHOD FOR OPERATING ACTIVE-ACTIVE MESSAGE QUEUEING HIGH AVAILABILI...

ADVISOR RISK SCORE

COMPLIANCE ACROSS MULTIPLE CLOUD ENVIRONMENTS

Opportunity List Engine

DEHYDROEPIANDROSTERONE (DHEA) SUPPLEMENTATION ON FEMALE SEXUAL DESI...

DIAGNOSIS, AND ANTI-MULLERIAN HORMONE (AMH) ADMINISTRATION FOR TREA...

Modelling of Risk Mitigation

ROLE BASED ASSET ALLOCATION STRUCTURE AND MODEL

OOCYTE RETRIEVAL PROBABILITIES BASED ON ANTI- MULLERIAN HORMONE (AM...

DIAGNOSIS, AND ANTI-MULLERIAN HORMONE (AMH) ADMINISTRATION FOR TREA...

SYSTEM AND METHOD OF DETERMINING PORTFOLIO COMPLEXITY

Financial Product Risk Mitigation System and Method

Retirement Planning Application

Retirement Planning Application

OPPORTUNITY LIST ENGINE

System and Method for Automated Funds Management

Automatic Income Adjustment

RISK-BASED EVALUATION OF FINANCIAL ADVISORS

SYSTEMS AND METHODS OF COPYING DATA

MANAGEMENT OF GOALS AND RECOMMENDATIONS

AUTOMATIC INCOME ADJUSTMENT

MANAGEMENT OF GOALS AND RECOMMENDATIONS

FINANCIAL PRODUCT RISK MITIGATION SYSTEM AND METHOD

METHOD AND SYSTEM FOR ELECTRONIC ARCHIVAL AND RETRIEVAL OF ELECTRON...

SYSTEM AND METHOD FOR DIVIDING A REMITTANCE AND DISTRIBUTING A PORT...

ON-LINE BUSINESS-PACKET CREATOR FOR ELECTRONIC FORMS

SYSTEM AND METHOD FOR EVALUATING THE PERFORMANCE OF A RETIREMENT PLAN

SYSTEM AND METHOD FOR DETERMINING AND ADMINISTERING AN ANNUITY WITH...

Trademarklast 30 trademarks

99022416 - ADVANCESOURCE

98214409 - BENEFIT PROTECTOR

97714833 - SELIGMAN INVESTMENTS

97515971 - COLUMBIA THREADNEEDLE

97515980 - COLUMBIA THREADNEEDLE

97348984 - AMERIPRISE OR COMPROMISE

97247750 - RAVA VISTA NY

97247754 - RAVA APEX NY

97241506 - THE ULTIMATE ADVISOR PARTNERSHIP

97219376 - RAVA APEX

97219714 - RAVA

97219705 - RAVA VISTA