| CRESSET WEALTH ADVISORS CRESSET ADMINISTRATIVE SERVICES CORPORATION
87683726 14 Nov 2017 | on 05 Jun 2024
| Financial planning; Financial planning and investment advisory service... Class 036 Class 036 Insurance & Financial Services "WEALTH ADVISORS" | | | SPANNING GENERATIONS CRESSET ADMINISTRATIVE SERVICES CORPORATION
87277003 21 Dec 2016 | on 25 Mar 2024
| Trust services, namely, investment and trust company services, estate ... Class 036 Class 036 Insurance & Financial Services Trust services, namely, investment and trust company services, estate planning; Wealth transfer planning; Financial planning services, namely, financial planning for spousal incapacitation and educational costs of dependents; Financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust administration; Trustee services, namely, distribution of trust annuities and financial investment of trust assets; Private financial planning services; Trusteeship representatives, namely, representing the interests of the trust to grantors, co-trustees, beneficiaries and their families; Financial planning, namely, developing investment strategies for maintaining multi-generational wealth; Financial planning, namely, life insurance consultation; Financial trust planning, operations and administration; Financial forecasting, investment expense management, Financial advice in the nature of retirement budget planning; Investment management services, namely, distribution management of cash and non-cash assets; Financial risk management planning; Charitable gift planning | | | CRESSET CRESSET ADMINISTRATIVE SERVICES CORPORATION
87683702 14 Nov 2017 | on 27 Jan 2024
| Financial planning; Investment advisory services; Investment managemen... Class 036 Class 036 Insurance & Financial Services Financial planning; Investment advisory services; Investment management; Financial planning and investment advisory services; Financial services, namely, wealth management services | | | CRESSET CARES Cresset Administrative Services Corporation
88844537 23 Mar 2020 | on 11 Jul 2023
| Charitable services, namely, coordination of the procurement and distr... Class 035 Class 035 Advertising, Business & Retail Services The color(s) orange, white and black is/are claimed as a feature of the mark. Class 036 Class 036 Insurance & Financial Services Charitable services, namely, coordination of the procurement and distribution of in-kind donations of services; Charitable services, namely, organizing and conducting volunteer programs and community service projects | | | THE AGILE FAMILY OFFICE Cresset Administrative Services Corporation
90360115 04 Dec 2020 | on 20 Jun 2023
| Financial advisory and consultancy services; Financial advisory and co... Class 036 Class 036 Insurance & Financial Services "FAMILY OFFICE" | | | CRESSET CATALYST Cresset Administrative Services Corporation
90870222 06 Aug 2021 | on 19 Apr 2022
| Financial advisory and consultancy services; Financial advisory and co... Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development | | | Logo Mark Cresset Administrative Services Corporation
90674413 27 Apr 2021 | on 19 Apr 2022
| Financial planning; Financial planning and investment advisory service... Class 036 Class 036 Insurance & Financial Services Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advisory services; Investment management | | | INVESTING THE WAY IT SHOULD BE Cresset Administrative Services Corporation
88809119 25 Feb 2020 | on 14 Dec 2021
| Financial advisory and consultancy services; Financial advisory and co... Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development | | | ASPIRATIONAL WEALTH BY CRESSET Cresset Administrative Services Corporation
90243012 08 Oct 2020 | on 23 Nov 2021
| Financial advisory and consultancy services; Financial advisory and co... Class 036 Class 036 Insurance & Financial Services "WEALTH" | | | ROADMAP PROCESS CRESSET ADMINISTRATIVE SERVICES CORPORATION
88788909 07 Feb 2020 | on 12 Oct 2021
| Financial services, namely, advice relating to investments, asset mana... Class 036 Class 036 Insurance & Financial Services Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management | |