WEALTH PEAK FINANCIAL ADVISORS Trademark
Trademark Overview
On Monday, March 10, 2025, a trademark application was filed for WEALTH PEAK FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the WEALTH PEAK FINANCIAL ADVISORS trademark a serial number of 99075591. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, October 13, 2025. The WEALTH PEAK FINANCIAL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services
General Information
| Serial Number | 99075591 |
| Word Mark | WEALTH PEAK FINANCIAL ADVISORS |
| Filing Date | Monday, March 10, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, October 13, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 4, 2025 |
Trademark Statements
| Description of Mark | The mark consists of a mountain peak of blue and white in front of a blue and white body of water with green and gold pine trees in the foreground, behind the mountain peak is a sunrise with progressive color change from an gold to blue with clouds in white and sun beams in white. Underneath the trees is the stacked white wording "WEALTH PEAK FINANCIAL ADVISORS" with two horizontal gold lines on either side of the gold wording "FINANCIAL ADVISORS", all of the foregoing within a gold and blue circular border and on a blue background. |
| Goods and Services | Financial services, namely, wealth management services |
| Indication of Colors claimed | The colors blue, white, green, and gold are claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH" and "FINANCIAL ADVISORS" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 10, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 10, 2025 |
| First Use In Commerce Date | Monday, March 10, 2025 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | ham lake, MN 55304 |
Trademark Events
| Event Date | Event Description |
| Monday, March 10, 2025 | NEW APPLICATION ENTERED |
| Monday, March 10, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, July 30, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, August 11, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, July 30, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 18, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 18, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 18, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, August 18, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 18, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 1, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, October 1, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 1, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 1, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 1, 2025 | EXAMINERS AMENDMENT -WRITTEN |
