NERDWALLET WEALTH PARTNERS
Live / Allowed — Publication / registration review complete (as of 23 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 20 Jun 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99245060
- Mark type
- Stylized text
- Filed
- 20 Jun 2025
- Published for opposition
- 14 Apr 2026
- Attorney of record
- CHARLES G. GIGER
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management; Financial planning; Financial advice; Financial consulting; Financial portfolio management; Financial planning for retirement; Financial retirement plan consulting services; Consulting and information concerning insurance; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations
Owner
- NerdWallet Wealth Partners, LLC, New York, NY, US
Prosecution history
- 16 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 11 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 11 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 11 Mar 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 15 Dec 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 15 Dec 2025 — FINAL REFUSAL E-MAILED
- 15 Dec 2025 — FINAL REFUSAL WRITTEN
- 11 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 11 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 11 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 10 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 10 Nov 2025 — NON-FINAL ACTION E-MAILED
- 10 Nov 2025 — NON-FINAL ACTION WRITTEN
- 10 Nov 2025 — ASSIGNED TO EXAMINER
- 28 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED