POLICY-BASED FINANCIAL PLANNING 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 August 6, 2026
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Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 86703713 | POLICY-BASED FINANCIAL PLANNING | Jul 24, 2015 | Pending | 036 Insurance & Finance | Yeske Buie Inc. |
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FAQ: POLICY-BASED FINANCIAL PLANNING trademark portfolio
What trademarks does POLICY-BASED FINANCIAL PLANNING hold?
POLICY-BASED FINANCIAL PLANNING 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 Yeske Buie Inc..
How many trademarks does POLICY-BASED FINANCIAL PLANNING have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to POLICY-BASED FINANCIAL PLANNING. The brand has been actively filing since July 2015. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does POLICY-BASED FINANCIAL PLANNING file most often?
POLICY-BASED FINANCIAL PLANNING'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 POLICY-BASED FINANCIAL PLANNING trademark?
The most recent filings under the POLICY-BASED FINANCIAL PLANNING mark are registered to Yeske Buie Inc.. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is POLICY-BASED FINANCIAL PLANNING expanding into new categories?
The current WikiTrademarks Expansion Score for POLICY-BASED FINANCIAL PLANNING 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 POLICY-BASED FINANCIAL PLANNING trademark filings?
Click the Watch Brand button at the top of this page to add POLICY-BASED FINANCIAL PLANNING 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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