Serial Number
87066102
Owner
CRESSET ADMINISTRATIVE SERVICES CORPORATIONAttorney
Lema KhorshidFirst Use Date
Dec 1, 2015
Filing Date
Jun 9, 2016
A PLAN FOR THEM. A LEGACY FOR YOU. Trademark
Serial Number: 87066102 • Registration: 5254080
Trademark Classes
Owner Contact Info
444 WEST LAKE STREET
CHICAGO, IL 60606
Entity Type: 03
Legal Representation
Trademark Details
Filing Date
June 9, 2016
Registration Date
August 1, 2017
First Use Anywhere
December 1, 2015
First Use in Commerce
December 1, 2015
Published for Opposition
May 16, 2017
Cancellation Date
February 16, 2024
Goods & Services
Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services