AVANTAX WEALTH MANAGEMENT, INC. Trademarks
VESTADVISOR

VESTADVISOR

Filed: December 30, 1999
investment account management services and investment programs, namely, customizable brokerage accounts consisting of mutual…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 75883958

HDVLINK

HDVLINK

Filed: December 30, 1999
providing online business information, namely, commission statements, quarterly reports, client account information and…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 75884012

MANAGING AMERICA'S FUTURE

MANAGING AMERICA'S FUTURE

Filed: February 9, 2000
financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 75914249

VESTADVISOR SELECT

VESTADVISOR SELECT

Filed: February 29, 2012
Investment account management services; Investment management services; Investment account management services and investment…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 85556889

THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS

THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS

Filed: December 6, 2012
Financial investment and insurance services, namely, insurance brokerage, professional money management services, financial…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 85796937

REINVENT YOURSELF

REINVENT YOURSELF

Filed: October 8, 2013
Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86086189

1040 ANALYST

1040 ANALYST

Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal…
Owned by: H.D. Vest, Inc.
Serial Number: 86149491

VESTVISION

VESTVISION

Filed: April 1, 2014
Printed reports featuring financial information and financial planning analysis
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86239001

VESTSUCCESS

VESTSUCCESS

Filed: June 19, 2014
Education services, namely, providing seminars, mentoring, classes and workshops in the field of investing, investments,…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86314466

V4 CLIENT EXPERIENCE

V4 CLIENT EXPERIENCE

Filed: October 7, 2014
Financial and investment advisor-client engagement process services incorporating proprietary technology and wealth management…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86416324

1040 ANALYST

1040 ANALYST

Filed: February 10, 2015
Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86529660

HD VEST INVESTMENT SERVICES

HD VEST INVESTMENT SERVICES

Filed: March 2, 2016
Financial investment services, namely, professional money management services, retirement financial and estate planning…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86926122

HD VEST ADVISORY SERVICES

HD VEST ADVISORY SERVICES

Filed: March 2, 2016
Financial investment services, namely, investment advisory services, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86926166

HD VEST

HD VEST

Filed: March 11, 2016
Financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86936948

1040 ANALYST

1040 ANALYST

Filed: February 10, 2015
Education services, namely, providing seminars, mentoring, classes and workshops in the field of investing, investments,…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86978636

SEE THINGS IN HD

SEE THINGS IN HD

Computer software; Mobile applications; Computer software and mobile applications for use in conducting financial and investment…
Owned by: H.D. Vest, Inc.
Serial Number: 87721422

SEE THINGS IN HD

SEE THINGS IN HD

Filed: December 14, 2017
Financial investment services, namely, investment advisory services, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 87980349