FORWARD INVESTMENT SERVICES Trademark Information

Forward Financial Bank

individual retirement account services; employee retirement account services; personalized financial planning services; investment account services; trust services, namely, investment and trust company services; estate trust administration, management and financial planning services; individual, personal and corporate trust administration, management and financial planning services; fiduciary trust administration, management and financial plan...

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Words that describe this mark

individual   retirement   account   services   employee   retirement   account   services   personalized   financial   planning   services   investment   account   services   trust   services       investment   trust   company   services   estate   trust   administration  

This is a brand page for the FORWARD INVESTMENT SERVICES trademark by Forward Financial Bank  in Marshfield, WI, 54449.

Write a review about a product or service associated with this FORWARD INVESTMENT SERVICES trademark. Or, contact the owner Forward Financial Bank of the FORWARD INVESTMENT SERVICES trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the FORWARD INVESTMENT SERVICES trademark.

On Monday, April 6, 2015, a U.S. federal trademark registration was filed for FORWARD INVESTMENT SERVICES. The USPTO has given the FORWARD INVESTMENT SERVICES trademark serial number of 86588355. The current federal status of this trademark filing is REGISTERED. The correspondent listed for FORWARD INVESTMENT SERVICES is DANIEL E. KATTMAN of Reinhart Boerner Van Deuren S C, 1000 N Water St Ste 1900, Milwaukee, WI 53202-6648 . The FORWARD INVESTMENT SERVICES trademark is filed in the category of Insurance & Financial Services . The description provided to the USPTO for FORWARD INVESTMENT SERVICES is individual retirement account services; employee retirement account services; personalized financial planning services; investment account services; trust services, namely, investment and trust company services; estate trust administration, management and financial planning services; individual, personal and corporate trust administration, management and financial planning services; fiduciary trust administration, management and financial planning services; employee benefits trust administration, management and financial planning services; administration and management of employee pension and profit sharing plans; administration and management of individual retirement accounts; investment consultation services in the fields of charitable foundations and endowments; foundation and endowment trust administration, management and financial planning services; trustee and custodial services; brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment advice and management services in the fields of securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services, namely, investment consultation services, investment advisory services, and investment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; on-line trust services; providing information by on-line means and via a global computer network in the fields of finance, economics, investment, financial planning, and investment strategy.

Word mark: FORWARD INVESTMENT SERVICES
Status/Status Date:
REGISTERED
5/31/2016
Serial Number: 86588355
Filing Date: 4/6/2015
Registration Number: 4967408
Registration Date: 5/31/2016
Goods and Services: individual retirement account services; employee retirement account services; personalized financial planning services; investment account services; trust services, namely, investment and trust company services; estate trust administration, management and financial planning services; individual, personal and corporate trust administration, management and financial planning services; fiduciary trust administration, management and financial planning services; employee benefits trust administration, management and financial planning services; administration and management of employee pension and profit sharing plans; administration and management of individual retirement accounts; investment consultation services in the fields of charitable foundations and endowments; foundation and endowment trust administration, management and financial planning services; trustee and custodial services; brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment advice and management services in the fields of securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services, namely, investment consultation services, investment advisory services, and investment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; on-line trust services; providing information by on-line means and via a global computer network in the fields of finance, economics, investment, financial planning, and investment strategy
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 3/15/2016
Last Applicant/Owner: Forward Financial Bank
Marshfield, WI 54449
Mark Drawing Code: Standard Character Mark
Design Search: (NO DATA)
Register Type: Principal
Disclaimer: ("INVESTMENT SERVICES")
Correspondent:
Reinhart Boerner Van Deuren S C
1000 N Water St Ste 1900
Milwaukee, WI 53202-6648

Trademark Events

Event Date: Event Description
2016-05-31 REGISTERED-PRINCIPAL REGISTER
2016-03-15 OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2016-03-15 PUBLISHED FOR OPPOSITION
2016-02-24 NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2016-02-01 APPROVED FOR PUB - PRINCIPAL REGISTER
2016-01-26 TEAS/EMAIL CORRESPONDENCE ENTERED
2016-01-25 CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-01-25 TEAS RESPONSE TO OFFICE ACTION RECEIVED
2015-07-25 NOTIFICATION OF NON-FINAL ACTION E-MAILED
2015-07-25 NON-FINAL ACTION E-MAILED
2015-07-25 NON-FINAL ACTION WRITTEN
2015-07-14 ASSIGNED TO EXAMINER
2015-04-14 NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2015-04-09 NEW APPLICATION ENTERED IN TRAM

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere: : 1/1/2007
First Use In Commerce: 1/1/2007

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Current Trademark Status:
5/31/2016
REGISTERED
Correspondent Search:

DANIEL E. KATTMAN is a correspondent of FORWARD INVESTMENT SERVICES trademark.

Current Overall Rating:
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