WEALTH ENHANCEMENT GROUP, LLC logo

WEALTH ENHANCEMENT GROUP, LLC

28 Marks
LLC
First Filed:Oct 20, 2006Latest Filed:Mar 11, 2026Address:505 North Highway 169, Suite 900, Plymouth, MN 55441, US

Portfolio Overview

Registered
11(39%)
Pending
3(11%)
Dead
14(50%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
24(86%)
Class 35
Advertising, Business Services & Retail
5(18%)
Class 9
Electronics, Software & Scientific Equipment
1(4%)

TTAB Proceedings

Total Proceedings
2
As Plaintiff
1(50%)
As Defendant
1(50%)

Top Firms

Ballard Spahr LLP(Jan 2023)
23
Tucker Ellis LLP(Oct 2021)
2
McGuireWoods LLP(Jan 2016)
1

Trademark Activity Timeline(2006 – 2026)

Trademark Portfolio

28 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
RESERVE BY WEALTH ENHANCEMENT
RESERVE BY WEALTH ENHANCEMENT
Service Mark
Word
PENDING
Owner:
Serial:99696148
Filed:Mar 11, 2026
Classes:35, 36
RESERVE BY WEALTH ENHANCEMENT
RESERVE BY WEALTH ENHANCEMENT
Service Mark
Stylized
PENDING
Owner:
Serial:99696156
Filed:Mar 11, 2026
Classes:35, 36
WEALTH ENHANCEMENT
WEALTH ENHANCEMENT
Service Mark
Word
REGISTERED
Owner:
Serial:97773612
Filed:Jan 30, 2023
Classes:36
Registration:7371400
Registered:Apr 30, 2024
Goods & Services
tax planning services | financial planning services, investment management, investment advisory services, insurance coverage advisory services, estate planning; financial services, namely, individual retirement account planning
NORTHCREST ASSET MANAGEMENT
NORTHCREST ASSET MANAGEMENT
Service Mark
Word
REGISTERED
Owner:
Serial:97497511
Filed:Jul 11, 2022
Classes:36
Registration:7127093
Registered:Aug 1, 2023
Goods & Services
"ASSET MANAGEMENT"
INCARTA
INCARTA
Service Mark
Word
ABANDONED
Owner:
Serial:97108734
Filed:Nov 4, 2021
Classes:36
CEO OF YOUR MONEY
CEO OF YOUR MONEY
Service Mark
Word
PENDING
Owner:
Serial:97076164
Filed:Oct 15, 2021
Classes:36
Goods & Services
Managing capital investment funds; investment consultation; consultations in the field of employee pension plans; monitoring financial markets for investment purposes; financial portfolio management; financial planning; financial planning consultation
PLAN TO MAKE IT HAPPEN
PLAN TO MAKE IT HAPPEN
Service Mark
Word
ABANDONED
Owner:
Serial:97076162
Filed:Oct 15, 2021
Classes:36
Goods & Services
Managing capital investment funds; investment consultation; consultations in the field of employee pension plans; monitoring financial markets for investment purposes; financial portfolio management; financial planning; financial planning consultation
TRUST MATTERS
TRUST MATTERS
Trademark
Word
REGISTERED
Owner:
Serial:88537206
Filed:Jul 25, 2019
Classes:9
Registration:7257008
Registered:Jan 2, 2024
Goods & Services
Downloadable electronic newsletters in the field of wealth management | Newsletters about wealth management | Financial services, namely, wealth management services
ADAPTIVE WEALTH STRATEGIES
ADAPTIVE WEALTH STRATEGIES
Service Mark
Word
REGISTERED
Owner:
Serial:88068585
Filed:Aug 7, 2018
Classes:36
Registration:5693832
Registered:Mar 5, 2019
Goods & Services
Financial planning and investment management strategies; "WEALTH STRATEGIES"
FREEDOM DIVORCE ADVISORS
FREEDOM DIVORCE ADVISORS
Service Mark
Word
CANCELLED
Owner:
Serial:87121510
Filed:Jul 29, 2016
Classes:36
Registration:5165167
Registered:Mar 21, 2017
Goods & Services
"DIVORCE ADVISORS"
FREEDOM DIVORCE ADVISORS
FREEDOM DIVORCE ADVISORS
Service Mark
Combined
CANCELLED
Owner:
Serial:87121475
Filed:Jul 29, 2016
Classes:36
Registration:5165165
Registered:Mar 21, 2017
Goods & Services
"DIVORCE ADVISORS"
THE BEST INTEREST OF THE CLIENT IS THE ONLY INTEREST THAT MATTERS.
THE BEST INTEREST OF THE CLIENT IS THE ONLY INTEREST THAT MATTERS.
Service Mark
Word
CANCELLED
Owner:
Serial:86880587
Filed:Jan 20, 2016
Classes:36
Registration:5089618
Registered:Nov 29, 2016
RETIREKIT
RETIREKIT
Service Mark
Word
REGISTERED
Owner:
Serial:86367293
Filed:Aug 14, 2014
Classes:36
Registration:4696001
Registered:Mar 3, 2015
Goods & Services
Financial anlaysis and consultation; investment advice and financial planning advisory services
THE RETIREMENT GROUP
THE RETIREMENT GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:86350096
Filed:Jul 28, 2014
Classes:36
Registration:4820766
Registered:Sep 29, 2015
Goods & Services
Investment advice and financial planning advisory services
RETIREMENT ROADMAP
RETIREMENT ROADMAP
Service Mark
Word
REGISTERED
Owner:
Serial:86051612
Filed:Aug 29, 2013
Classes:36
Registration:4545432
Registered:Jun 3, 2014
Goods & Services
Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
SUPPLY & DEMAND INVESTMENT SYSTEM
SUPPLY & DEMAND INVESTMENT SYSTEM
Service Mark
Word
CANCELLED
Owner:
Serial:86051621
Filed:Aug 29, 2013
Classes:36
Registration:4523659
Registered:Apr 29, 2014
Goods & Services
"INVESTMENT SYSTEM"
NEST EGG STRESS TEST
NEST EGG STRESS TEST
Service Mark
Word
CANCELLED
Owner:
Serial:86049117
Filed:Aug 27, 2013
Classes:36
Registration:4545428
Registered:Jun 3, 2014
Goods & Services
Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
INCREDIBLE RETIREMENT
INCREDIBLE RETIREMENT
Service Mark
Word
CANCELLED
Owner:
Serial:86047884
Filed:Aug 26, 2013
Classes:36
Registration:4557511
Registered:Jun 24, 2014
Goods & Services
Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; "RETIREMENT"
WEALTH ENHANCEMENT GROUP
WEALTH ENHANCEMENT GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:86047565
Filed:Aug 26, 2013
Classes:36
Registration:4525071
Registered:May 6, 2014
Goods & Services
Class 036: financial planning services, investment management, insurance coverage planning advisory services, estate planning; financial services, namely, individual retirement account planning
ANNUITY REVIEW
ANNUITY REVIEW
Service Mark
Combined
CANCELLED
Owner:
Serial:85844075
Filed:Feb 7, 2013
Classes:36
Registration:4489521
Registered:Feb 25, 2014
Goods & Services
"ANNUITY REVIEW"
ADVISOR ON DEMAND
ADVISOR ON DEMAND
Service Mark
Word
CANCELLED
Owner:
Serial:85525657
Filed:Jan 26, 2012
Classes:36
Registration:4273600
Registered:Jan 8, 2013
Goods & Services
"ADVISOR"
ACCOUNTABLE ADVOCATE
ACCOUNTABLE ADVOCATE
Service Mark
Word
CANCELLED
Owner:
Serial:85445524
Filed:Oct 12, 2011
Classes:36
Registration:4297118
Registered:Mar 5, 2013
AEPG
AEPG
Service Mark
Word
CANCELLED
Owner:
Serial:85445474
Filed:Oct 12, 2011
Classes:36
Registration:4157337
Registered:Jun 12, 2012
CONSISTENTLY GOOD ADVICE IN A CONSTANTLY CHANGING WORLD
CONSISTENTLY GOOD ADVICE IN A CONSTANTLY CHANGING WORLD
Service Mark
Word
CANCELLED
Owner:
Serial:85445491
Filed:Oct 12, 2011
Classes:36
Registration:4157343
Registered:Jun 12, 2012
ACCESSION
ACCESSION
Service Mark
Word
CANCELLED
Owner:
Serial:85259535
Filed:Mar 7, 2011
Classes:35
Registration:4238384
Registered:Nov 6, 2012
85008393
85008393
Service Mark
Design
REGISTERED
Owner:
Serial:85008393
Filed:Apr 7, 2010
Classes:35
Registration:4029585
Registered:Sep 20, 2011
Goods & Services
tax planning services
WEALTH ENHANCEMENT GROUP
WEALTH ENHANCEMENT GROUP
Service Mark
Combined
REGISTERED
Owner:
Serial:85008387
Filed:Apr 7, 2010
Classes:35
Registration:4065443
Registered:Dec 6, 2011
Goods & Services
"WEALTH ENHANCEMENT GROUP"
AURUM WEALTH MANAGEMENT GROUP
AURUM WEALTH MANAGEMENT GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:77026017
Filed:Oct 20, 2006
Classes:36
Registration:3602984
Registered:Apr 7, 2009
Goods & Services
Investment supervisory services, managing investment advisory accounts, investment advice through consultations, advice of financial matters not involving securities, pension consulting, investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, portfolio management, financial planning, including; personal, tax and cash flow, death and disability, retirement, and investments; consulting services, namely, financial planning consultation; "WEALTH MANAGEMENT GROUP"

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