WISDOMPEAK WEALTH ADVISORS Trademark

Serial Number: 97932491 • Registration: 7400808

WISDOMPEAK WEALTH ADVISORS is a trademark filed by John A. Kovalek on May 11, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

John A. Kovalek (2 trademarks)

1430 Blue Oaks Blvd., Ste. 290
Roseville, CA 95747

Entity Type: 01

Legal Representation

Attorney of Record

Craig Simmermon

252 trademarks filed View all →

Trademark Details

Filing Date

May 11, 2023

Registration Date

May 28, 2024

First Use Anywhere

March 6, 2023

First Use in Commerce

March 6, 2023

Published for Opposition

March 12, 2024

Goods & Services

Financial advice; Financial analysis; Financial brokerage services for cryptocurrency trading; Financial consulting; Financial investment brokerage; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial services, namely, estate settlement services; Financial services, namely, wealth management services; Financial trust planning; Insurance brokerage; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Life insurance brokerage; Monitoring financial markets for investment purposes