FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS.
1 total filings · 0 classes · Active since Jan 2026
FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. 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 4/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed August 8, 2026
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99589759 | FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. | Jan 12, 2026 | Registered | ["036"] | Khai C Le |
Weekly visibility reports showing how ChatGPT mentions FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS., where you rank in the answer, the sentiment of the mention, and which sources ChatGPT cites.
FAQ: FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. trademark portfolio
What trademarks does FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. hold?
FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. 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 Khai C Le.
How many trademarks does FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS.. The brand has been actively filing since January 2026. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. file most often?
FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS.'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 ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. trademark?
The most recent filings under the FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. mark are registered to Khai C Le. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. expanding into new categories?
The current WikiTrademarks Expansion Score for FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. is 4 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 ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. trademark filings?
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