VERTERA FINANCIAL Trademark

Serial Number: 99240321

VERTERA FINANCIAL is a trademark filed by Halsted Wealth Partners LLC on June 18, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Halsted Wealth Partners LLC

1234 W. Winnemac Ave.
Chicago, IL 60640

Entity Type: 16

VERTERA FINANCIAL, INC.

4301 N. DAMEN AVE.
CHICAGO, IL 60618

Entity Type: 03

Legal Representation

Attorney of Record

Richard J. Gurak

802 trademarks filed View all →

Correspondence Address

Richard J. Gurak Advitam IP, LLC

150 S. Wacker Drive, Suite 2400

Chicago, IL 60606

United States

Trademark Details

Filing Date

June 18, 2025

Registration Date

Not Registered

Goods & Services

Financial asset management; Financial portfolio management; Financial services, namely, wealth management services; Financial portfolio analysis services; Financial consulting; Financial planning; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment services, namely, asset acquisition, consultation, development and management services; financial retirement plan consulting services; estate planning