IC 036. US 100 101 102. G & S: Financial management services; Estate planning; Estate trust planning; Trust, estate, custody, and fiduciary management, planning, and consulting; Financial advisory and consultancy services; Financial planning; Cash flow planning; Financial planning services, namely, consultation and planning in the fields of retirement planning, wealth management, wealth transfer, philanthropic giving, succession planning, and legacy planning; Financial portfolio management; Investment advisory services; Investment consultation; Investment management. FIRST USE: 20121029. FIRST USE IN COMMERCE: 20121029
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