Menu
Search icon
  1. Home
    2. ›
  2. Business Directory
    3. ›
  3. Jefferson County
    4. ›
  4. Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
    5. ›
  5. STRATEGIC WEALTH DESIGNERS LLC

STRATEGIC WEALTH DESIGNERS LLC

Headquarter
Company claim

Is this your business?

Get access!

Company Details

Name: STRATEGIC WEALTH DESIGNERS LLC
Legal type: Foreign Limited Liability Company
Status: Active
File Date: 26 Dec 2024 (6 months ago)
Organization Date: 18 Nov 2024 (7 months ago)
Authority Date: 26 Dec 2024 (6 months ago)
Branch of: STRATEGIC WEALTH DESIGNERS LLC, FLORIDA (Company Number L24000515039)
Organization Number: 1417267
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 500 N. HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY 40222-5399
Place of Formation: FLORIDA

Registered Agent

Name Role
CT CORPORATION SYSTEM Registered Agent

Links between entities

Type:
Headquarter of
Company Number:
2406268
State:
CONNECTICUT
CONNECTICUT profile:
STRATEGIC WEALTH DESIGNERS LLC (CT)
Type:
Headquarter of
Company Number:
LLC_11916228
State:
ILLINOIS
ILLINOIS profile:
STRATEGIC WEALTH DESIGNERS LLC (IL)
Type:
Headquarter of
Company Number:
116cdcf0-cb15-ee11-9073-00155d01c440
State:
MINNESOTA
MINNESOTA profile:
STRATEGIC WEALTH DESIGNERS LLC (MN)
Type:
Headquarter of
Company Number:
M21000012157
State:
FLORIDA
FLORIDA profile:
STRATEGIC WEALTH DESIGNERS LLC (FL)

Form 5500 Series

Employer Identification Number (EIN):
331027701
Plan Year:
2023
Number Of Participants:
84
Sponsors Telephone Number:
5024123354
File:
View File
Plan Year:
2022
Number Of Participants:
45
Sponsors Telephone Number:
5024123354
File:
View File
Plan Year:
2021
Number Of Participants:
30
Sponsors Telephone Number:
5024123354
File:
View File
Plan Year:
2020
Number Of Participants:
28
Sponsors Telephone Number:
5024123354
File:
View File
Plan Year:
2019
Number Of Participants:
21
Sponsors Telephone Number:
5024123354
File:
View File

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 563264 Agent - Life Active 2003-03-24 - - 2027-03-31 -
Department of Insurance DOI ID 563264 Agent - Health Active 2003-03-24 - - 2027-03-31 -
Department of Insurance DOI ID 563264 Agent - Variable Life and Variable Annuities Active 2003-03-24 - - 2027-03-31 -

Filings

Name File Date
Certificate of Authority (LLC) 2024-12-26

Trademarks

Serial Number:
90129374
Mark:
TASTE OF RETIREMENT
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2020-08-21
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TASTE OF RETIREMENT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing education courses in the field of food and cooking, financial markets, financial investments and retirement planning offered through online, non-downloadable videos and instructor assistance; Provision of non-downloadable videos in the field of cooking, financial markets, financial investm...
First Use:
2020-04-10
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
88628895
Mark:
RETIREMENT PLANNING UNIVERSITY
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-09-24
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIREMENT PLANNING UNIVERSITY
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advice and consultancy services
First Use:
2019-06-17
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85592353
Mark:
STRATEGIC WEALTH DESIGNERS
Status:
Abandoned after an appeal of the examining attorney's final refusal. For further information, see TTABVUE on the Trademark Trial and Appeal Board web page.
Mark Type:
Service Mark
Application Filing Date:
2012-04-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
STRATEGIC WEALTH DESIGNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
investment brokerage, consultation, management, and advice; insurance brokerage and consultation; financial analysis, consultation, management, and planning; financial planning for retirement
First Use:
2002-07-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99143643
Mark:
STRATEGIC WEALTH DESIGNERS
Status:
New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
Mark Type:
Service Mark
Application Filing Date:
2025-04-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
STRATEGIC WEALTH DESIGNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advice and consultancy services; Financial advisory and consultancy services; Financial customs brokerage services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial retirement plan consulting services; Fi...
First Use:
2002-08-26
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87692605
Mark:
STRATEGIC WEALTH DESIGNERS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-11-21
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
STRATEGIC WEALTH DESIGNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advice and consultancy services; Financial advisory and consultancy services; Financial customs brokerage services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial retirement plan consulting services; Fi...
First Use:
2002-08-26
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Reviews Leave a review

This company hasn't received any reviews.

Related by officers

CT CORPORATION SYSTEM

MID-AMERICA APARTMENTS, LIMITED PARTNERSHIP MARCUS CABLE ASSOCIATES, L.P.LIMITED PARTNERSHIP (C-R) GULF STATES ACCEPTANCE COMPANY, LIMITED PARTNERSHIP HARTCO HARDWOOD FLOORING LTD. CLARCOR AIR FILTRATION PRODUCTS, INC. ASSOCIATES INSURANCE CORPORATION BRAMCO, INC. BOWLING GREEN-WARREN COUNTY MEMORIAL GARDENS, INC. SAINT JOSEPH HEALTH SYSTEM, INC. CHURCHILL DOWNS INCORPORATED

Related by address

No related companies by address

Sources: Kentucky Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 kyprofile.com