Serial Number
99721947
Owner
CLA TRADEMARKS HOLDING COMPANY LLCAttorney
Chad W. SwantzFiling Date
Mar 24, 2026
CLA FRAMEOS Trademark
Serial Number: 99721947
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Class 16 - Paper Goods
Paper and cardboard; printed matter; bookbinding material; photographs; stationery
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
220 SOUTH SIXTH STREET
MINNEAPOLIS, MN 55402
Entity Type: 16
Legal Representation
Correspondence Address
Chad W. Swantz Suiter Swantz IP
14301 FNB Parkway
Suite 220
Omaha, NE 68154
United States
Trademark Details
Filing Date
March 24, 2026
Registration Date
Not Registered
Goods & Services
Printed materials, namely, journals featuring newsletters, reports, guides and manuals in the field of financial management and analysis directed toward applicant’s accounting clients and attendees of applicant’s wealth management courses, seminars, conferences, workshops and classes
Financial management in the field of financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; business and property valuation services in the field of bankruptcy; valuation services, namely, business and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; Financial management in the field of financial risk management services; financial consulting services, namely, providing a financial planning process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance drivers; design, administration and audits of employee benefit plans concerning insurance and financial services; insurance consultation
Computer technology consultancy in the field of accounting software selection, and implementation of accounting software; technology consulting services in the field of technology planning regarding computers, software, office equipment, communications equipment, and networks; consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; Computer technology consultancy in the field of business software and computer networks; installation of computer software; computer network technical support services, namely, performing computer network systems monitoring, computer network system audits, computer network system inventory, regularly scheduled computer network system maintenance; Computer technology consultancy in the field of providing temporary use of an on-line non-downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; managed service provider (MSP) services, namely, remote management of IT systems of others
Business administration services in the field of accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others for the purpose of accounting and business records auditing; account and business records auditing, and accountancy, namely, reviewing of accounts, and compilation of account information and computer databases for preparing financial statements;; Business administration services in the field of preparation of prospective financial statements, internal account auditing services and internal account control reviewing, monitoring, reviewing and reporting controls to prevent internal accounting fraud, and preparing business reports regarding review of financial or business documents, policies and procedures; Business administration services in the field of business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting; Business administration services in the field of business administration services in the field of cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and tax compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax (SALT) consulting; consulting services, namely, business consultation services in the field of E-Businesses; Business administration services in the field of executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; Business administration services in the field of providing customized accounting solutions, namely, providing temporary personnel for assistance and project management; vendor management services for selecting vendors for clients, managing and monitoring vendor-client relationships, and assessing vendor risks
Training in the use of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, namely, wealth advisory and management, information technology and online business activities and operations and, developing and distributing educational materials in connection therewith
Downloadable computer software for customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; downloadable customized software program, namely, a value-added analysis calculator
Providing customized legal information, counseling, and advice, and litigation services in the field of Litigation support services, namely, legal discovery and pre-trial analysis, and expert witness services in legal matters in the fields of litigation or forensic investigations