Patents by Inventor Bruce Wilks

Bruce Wilks has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • System and method of providing a financial investment recommendation using a portfolio planner
    Patent number: 9064284
    Abstract: A method, a system and a computer-readable medium for generating a financial investment recommendation plan to a customer is described. A financial questionnaire is provided to a customer and is completed by the customer or a customer service representative assisting the customer, and the questionnaire has several options available to the customer, to include selecting an option to indicate that a tax-advantaged recommendation is desired to minimize taxes owed. The customer enters financial asset information and receives a recommendation with product-level detail on specific financial products to invest in, along with an action plan to assist the customer with investing in the financial products suggested in the recommendation.
    Type: Grant
    Filed: September 27, 2007
    Date of Patent: June 23, 2015
    Assignee: United Services Automobile Association (USAA)
    Inventors: Norbert Janiszeski, Laif Wheeler, Laurie Jimenez, Nancy Shutt, Alan Sell, Ralph J. Smith, Ivan G. Quan, David Hirner, Leslie Tomlinson, Andrew Dempsey, Bruce Wilks