FORWARD INVESTMENT SERVICES
Live / Registered — Registered and renewed (as of 09 Dec 2025)
What this means for you
Registered since 31 May 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 31 May 2026).
Record
- Serial number
- 86588355
- Registration number
- 4967408
- Mark type
- Stylized text
- Filed
- 06 Apr 2015
- Published for opposition
- 15 Mar 2016
- Registered
- 31 May 2016
- Next maintenance due
- 31 May 2026
- Attorney of record
- Daniel E. Kattman
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Forward Financial Bank, Marshfield, WI, US
- Forward Financial Bank, Marshfield, WI, US
- Forward Financial Bank, Marshfield, WI, US
Prosecution history
- 09 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 09 Dec 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 09 Dec 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 09 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Aug 2025 — TEAS SECTION 8 & 9 RECEIVED
- 01 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 29 Oct 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 29 Oct 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 29 Oct 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 21 Jul 2021 — TEAS SECTION 8 & 15 RECEIVED
- 31 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 31 May 2016 — REGISTERED-PRINCIPAL REGISTER
- 15 Mar 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 15 Mar 2016 — PUBLISHED FOR OPPOSITION
- 24 Feb 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED