FINANCIAL SYNERGIES WEALTH ADVISORS holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 1 filings. The WikiTrademarks Expansion Score is 1/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed November 4, 2026
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Filing Velocity (24 Months)
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 87882538 | FINANCIAL SYNERGIES WEALTH ADVISORS | Apr 18, 2018 | Pending | 036 Insurance & Finance | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. |
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FAQ: FINANCIAL SYNERGIES WEALTH ADVISORS trademark portfolio
What trademarks does FINANCIAL SYNERGIES WEALTH ADVISORS hold?
FINANCIAL SYNERGIES WEALTH ADVISORS holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to FINANCIAL SYNERGIES WEALTH ADVISORS, INC..
How many trademarks does FINANCIAL SYNERGIES WEALTH ADVISORS have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to FINANCIAL SYNERGIES WEALTH ADVISORS. The brand has been actively filing since April 2018. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does FINANCIAL SYNERGIES WEALTH ADVISORS file most often?
FINANCIAL SYNERGIES WEALTH ADVISORS's most active class is NICE Class 36 (Insurance & Finance), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the FINANCIAL SYNERGIES WEALTH ADVISORS trademark?
The most recent filings under the FINANCIAL SYNERGIES WEALTH ADVISORS mark are registered to FINANCIAL SYNERGIES WEALTH ADVISORS, INC.. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is FINANCIAL SYNERGIES WEALTH ADVISORS expanding into new categories?
The current WikiTrademarks Expansion Score for FINANCIAL SYNERGIES WEALTH ADVISORS is 1 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.
How can I track new FINANCIAL SYNERGIES WEALTH ADVISORS trademark filings?
Click the Watch Brand button at the top of this page to add FINANCIAL SYNERGIES WEALTH ADVISORS to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.
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