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CRESSET ADMINISTRATIVE SERVICES CORPORATION

33 Marks
Corp.
First Filed:Oct 18, 2005Latest Filed:Jun 25, 2024Address:444 West Lake Street Suite 4700, Chicago, IL 60606

Portfolio Overview

Registered
21(64%)
Pending
2(6%)
Dead
10(30%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
31(94%)
Class 35
Advertising, Business Services & Retail
3(9%)

TTAB Proceedings

Total Proceedings
4
As Plaintiff
4(100%)
As Defendant
0(0%)

Top Firms

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32
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1

Trademark Activity Timeline(2005 – 2024)

Trademark Portfolio

33 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
CRESSET CONNABLE
CRESSET CONNABLE
Service Mark
Word
ITU
PENDING
Owner:
Serial:98617268
Filed:Jun 25, 2024
Classes:36
Goods & Services
Fiduciary services, namely, fiduciary representative services; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advisory services; Investment management; Trust services, namely, investment and trust company services
LEAVING ROOM FOR LIFE
LEAVING ROOM FOR LIFE
Service Mark
Word
ITU
PENDING
Owner:
Serial:98310681
Filed:Dec 12, 2023
Classes:36
Goods & Services
Financial planning and investment advisory services; Investment management; Financial services, namely, wealth management services
CRESSET ALPHA
CRESSET ALPHA
Service Mark
Word
ABANDONED
Owner:
Serial:97098959
Filed:Oct 29, 2021
Classes:36
Goods & Services
"ALPHA"
THE REAL INVESTMENT IS IN YOU
THE REAL INVESTMENT IS IN YOU
Service Mark
Word
ABANDONED
Owner:
Serial:97074776
Filed:Oct 14, 2021
Classes:36
Goods & Services
"INVESTMENT"
CRESSET CATALYST
CRESSET CATALYST
Service Mark
Word
REGISTERED
Owner:
Serial:90870222
Filed:Aug 6, 2021
Classes:36
Registration:6707351
Registered:Apr 19, 2022
Goods & 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
90674413
90674413
Service Mark
Design
REGISTERED
Owner:
Serial:90674413
Filed:Apr 27, 2021
Classes:36
Registration:6705376
Registered:Apr 19, 2022
Goods & Services
Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advisory services; Investment management
AFO
AFO
Service Mark
Word
ABANDONED
Owner:
Serial:90360061
Filed:Dec 4, 2020
Classes:36
THE AGILE FAMILY OFFICE
THE AGILE FAMILY OFFICE
Service Mark
Word
REGISTERED
Owner:
Serial:90360115
Filed:Dec 4, 2020
Classes:36
Registration:7087518
Registered:Jun 20, 2023
Goods & Services
"FAMILY OFFICE"
ASPIRATIONAL WEALTH BY CRESSET
ASPIRATIONAL WEALTH BY CRESSET
Service Mark
Word
REGISTERED
Owner:
Serial:90243012
Filed:Oct 8, 2020
Classes:36
Registration:6566035
Registered:Nov 23, 2021
Goods & Services
Class 036: 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
CRESSET CARES
CRESSET CARES
Service Mark
Combined
REGISTERED
Owner:
Serial:88844537
Filed:Mar 23, 2020
Classes:35
Registration:7108249
Registered:Jul 11, 2023
Goods & 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 | Charitable fundraising services; Philanthropic services concerning monetary donations
BUILT BY CLIENTS, FOR CLIENTS
BUILT BY CLIENTS, FOR CLIENTS
Service Mark
Word
REGISTERED
Owner:
Serial:88809138
Filed:Feb 25, 2020
Classes:36
Registration:6220033
Registered:Dec 15, 2020
Goods & 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments
INVESTING THE WAY IT SHOULD BE
INVESTING THE WAY IT SHOULD BE
Service Mark
Word
REGISTERED
Owner:
Serial:88809119
Filed:Feb 25, 2020
Classes:36
Registration:6585760
Registered:Dec 14, 2021
Goods & 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
MAGIC NUMBER
MAGIC NUMBER
Service Mark
Word
ABANDONED
Owner:
Serial:88788907
Filed:Feb 7, 2020
Classes:36
ROADMAP PROCESS
ROADMAP PROCESS
Service Mark
Word
REGISTERED
Owner:
Serial:88788909
Filed:Feb 7, 2020
Classes:36
Registration:6521535
Registered:Oct 12, 2021
Goods & 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
CRESSET CARES
CRESSET CARES
Service Mark
Word
REGISTERED
Owner:
Serial:88667539
Filed:Oct 24, 2019
Classes:35, 36
Registration:7080977
Registered:Jun 13, 2023
Goods & Services
Charitable fundraising services; Philanthropic services concerning monetary donations; Charitable services, namely, coordination of the procurement and distribution of in-kind donations of goods; Charitable services, namely, organizing and conducting volunteer programs and community service projects
INTELLIGENT WEALTH MANAGEMENT
INTELLIGENT WEALTH MANAGEMENT
Service Mark
Word
REGISTERED
Owner:
Serial:88371507
Filed:Apr 4, 2019
Classes:36
Registration:6364954
Registered:May 25, 2021
Goods & Services
"WEALTH MANAGEMENT"
88250520
88250520
Service Mark
Design
REGISTERED
Owner:
Serial:88250520
Filed:Jan 4, 2019
Classes:36
Registration:5826446
Registered:Aug 6, 2019
Goods & Services
Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advisory services; Investment management
CRESSET FAMILY OFFICE
CRESSET FAMILY OFFICE
Service Mark
Word
REGISTERED
Owner:
Serial:88162613
Filed:Oct 19, 2018
Classes:36
Registration:5803972
Registered:Jul 16, 2019
Goods & Services
"FAMILY OFFICE"
CRESSET CAPITAL
CRESSET CAPITAL
Service Mark
Word
REGISTERED
Owner:
Serial:88154727
Filed:Oct 15, 2018
Classes:36
Registration:5803938
Registered:Jul 16, 2019
Goods & Services
Class 036: Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advisory services; Investment management
CRESSET CAPITAL MANAGEMENT
CRESSET CAPITAL MANAGEMENT
Service Mark
Word
REGISTERED
Owner:
Serial:88154675
Filed:Oct 15, 2018
Classes:36
Registration:5803937
Registered:Jul 16, 2019
Goods & Services
"CAPITAL MANAGEMENT"
CRESSET ASSET MANAGEMENT
CRESSET ASSET MANAGEMENT
Service Mark
Word
REGISTERED
Owner:
Serial:88153500
Filed:Oct 12, 2018
Classes:36
Registration:5803927
Registered:Jul 16, 2019
Goods & Services
"ASSET MANAGEMENT"
LIFETIME CAPITAL NEEDS
LIFETIME CAPITAL NEEDS
Service Mark
Word
REGISTERED
Owner:
Serial:87947456
Filed:Jun 4, 2018
Classes:36
Registration:5940335
Registered:Dec 17, 2019
Goods & 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; mutual fund brokerage, distribution and investment services
WEALTH SURPLUS
WEALTH SURPLUS
Service Mark
Word
REGISTERED
Owner:
Serial:87947469
Filed:Jun 4, 2018
Classes:36
Registration:5904254
Registered:Nov 5, 2019
Goods & 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; mutual fund brokerage, distribution and investment services
CRESSET
CRESSET
Service Mark
Word
REGISTERED
Owner:
Serial:87683702
Filed:Nov 14, 2017
Classes:36
Registration:5531975
Registered:Jul 31, 2018
Goods & Services
Financial planning; Investment advisory services; Investment management; Financial planning and investment advisory services; Financial services, namely, wealth management services
CRESSET WEALTH ADVISORS
CRESSET WEALTH ADVISORS
Service Mark
Word
REGISTERED
Owner:
Serial:87683726
Filed:Nov 14, 2017
Classes:36
Registration:5603015
Registered:Nov 6, 2018
Goods & Services
"WEALTH ADVISORS"
SPANNING GENERATIONS
SPANNING GENERATIONS
Service Mark
Word
REGISTERED
Owner:
Serial:87277003
Filed:Dec 21, 2016
Classes:36
Registration:5566452
Registered:Sep 18, 2018
Goods & 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
MERISTEM TRUST COMPANY
MERISTEM TRUST COMPANY
Service Mark
Combined
CANCELLED
Owner:
Serial:87157384
Filed:Aug 31, 2016
Classes:36
Registration:5481765
Registered:May 29, 2018
Goods & 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; financial planning services in the nature of developing and managing charitable gift giving programs on behalf of wealthy individuals or families; "TRUST COMPANY"
A PLAN FOR THEM. A LEGACY FOR YOU.
A PLAN FOR THEM. A LEGACY FOR YOU.
Service Mark
Word
CANCELLED
Owner:
Serial:87066102
Filed:Jun 9, 2016
Classes:36
Registration:5254080
Registered:Aug 1, 2017
WE OWN THE PROCESS. YOU OWN THE DECISIONS.
WE OWN THE PROCESS. YOU OWN THE DECISIONS.
Service Mark
Word
CANCELLED
Owner:
Serial:87066119
Filed:Jun 9, 2016
Classes:36
Registration:5254081
Registered:Aug 1, 2017
MERISTEM TRUST COMPANY
MERISTEM TRUST COMPANY
Service Mark
Combined
ABANDONED
Owner:
Serial:86692577
Filed:Jul 14, 2015
Classes:35
Goods & Services
"TRUST COMPANY"
FAMILY BEYOND THE NUMBERS
FAMILY BEYOND THE NUMBERS
Service Mark
Word
CANCELLED
Owner:
Serial:85778179
Filed:Nov 13, 2012
Classes:36
Registration:4420843
Registered:Oct 22, 2013
WEALTH BEYOND THE NUMBERS
WEALTH BEYOND THE NUMBERS
Service Mark
Word
CANCELLED
Owner:
Serial:85777860
Filed:Nov 13, 2012
Classes:36
Registration:4645667
Registered:Nov 25, 2014
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 planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services
MERISTEM
MERISTEM
Service Mark
Word
REGISTERED
Owner:
Serial:78735176
Filed:Oct 18, 2005
Classes:36
Registration:3220789
Registered:Mar 20, 2007
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 planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services