APERIS WEALTH ADVISORY Trademark

Serial Number: 50036259

APERIS WEALTH ADVISORY is a trademark filed by Accredited Investor, Inc. on August 6, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Accredited Investor, Inc. (3 trademarks)

5200 West 73rd Street
Edina, MN 55439

Entity Type: 03

Legal Representation

Attorney of Record

Pamela A. Curran

636 trademarks filed View all →

Correspondence Address

Pamela A. Curran MESSERLI & KRAMER P.A.

50 South Sixth Street, Suite 2300

Minneapolis, MN 55402

United States

Trademark Details

Filing Date

August 6, 2026

Registration Date

Not Registered

Goods & Services

Financial planning; Financial planning consultation; Financial planning for retirement; Financial wealth management services; Investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations

Filing History

APPLICATION FILING RECEIPT MAILED

Aug 6, 2026 MAFR

NEW APPLICATION ENTERED

Aug 6, 2026 NWAP

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