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 REGISTERED as of Tuesday, December 23, 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
wealth peak financial advisors

General Information


Serial Number99075591
Word MarkWEALTH PEAK FINANCIAL ADVISORS
Filing DateMonday, March 10, 2025
Status700 - REGISTERED
Status DateTuesday, December 23, 2025
Registration Number8075200
Registration DateTuesday, December 23, 2025
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 4, 2025

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management services
Indication of Colors claimedThe colors blue, white, green, and gold are claimed as a feature of the mark.
Description of MarkThe 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.
NOT AVAILABLE"WEALTH" and "FINANCIAL ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 10, 2025
Primary Code036
First Use Anywhere DateMonday, March 10, 2025
First Use In Commerce DateMonday, March 10, 2025

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
Addressham lake, MN 55304

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
Addressham lake, MN 55304

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
Addressham lake, MN 55304

Trademark Events


Event DateEvent Description
Monday, March 10, 2025NEW APPLICATION ENTERED
Monday, March 10, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, July 30, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, July 30, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, August 11, 2025ASSIGNED TO EXAMINER
Monday, August 18, 2025NON-FINAL ACTION WRITTEN
Monday, August 18, 2025NON-FINAL ACTION E-MAILED
Monday, August 18, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 18, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 18, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 18, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 1, 2025EXAMINERS AMENDMENT -WRITTEN
Wednesday, October 1, 2025EXAMINERS AMENDMENT E-MAILED
Wednesday, October 1, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, October 1, 2025EXAMINER'S AMENDMENT ENTERED
Wednesday, October 1, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 29, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 4, 2025PUBLISHED FOR OPPOSITION
Tuesday, November 4, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 23, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, December 23, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED