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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| 4FRONT | Wells Fargo & Company | 9th floor 90 S. 7th Street Minneapolis MN 55402 | Providing financial advisory services, namely, providing financial consultation services that promote best customer service practices and promote client loyalty and satisfaction;FOREFRONT; |
| A PLAN FOR THEM. A LEGACY FOR YOU. | Meristem, LLP | 601 Carlson Parkway, Suite 800 Minnetonka MN 55305 | 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 financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services; |
| BUILD. ENJOY. LEAVE A LEGACY. | Meristem, LLP | 601 Carlson Parkway, Suite 800 Minnetonka MN 55305 | 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, trust services and estate planning services; |
| DIVERSIFICATION IS YOUR ONLY SAFETY | Family Wealth Consultants, Inc. | 10 S. Almaden Blvd. #1250 San Jose CA 95113 | Providing financial advisory services, namely, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cash flow planning, elder care planning, financial planning, retirement planning, estate and tax planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing investments on behalf of wealthy individuals or families, financial services in the nature of coordination of investment portfolio maintenance, trading, and rebalancing; |
| EXCELLENCE IN INVESTMENT BANKING | Nassau Group, Inc., The | GREEN FARMS OFFICE PARK 1175 POST ROAD EAST WESTPORT CT 06880 | PROVIDING FINANCIAL ADVISORY SERVICES IN THE FIELDS OF HEALTHCARE, ENVIRONMENTAL PRODUCTS AND SERVICES, INFORMATION TECHNOLOGY, ELECTRONIC COMMERCE, TELECOMMUNICATION EQUIPMENT AND SERVICES, INTERNET INFRASTRUCTURE, LEISURE AND ENTERTAINMENT AND CORPORATE FINANCE; PROVIDING INVESTMENT BANKING SERVICES; PROVIDING INFORMATION IN THE FIELDS OF FINANCE AND INVESTMENT BANKING VIA THE INTERNET; AND DISTRIBUTION OF PRINTED PUBLICATIONS IN CONNECTION THEREWITH;INVESTMENT BANKING; |
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| FRONTIER GROWTH PARTNERS | FRONTIER CAPITAL | 525 North Tryon, Suite 1900 Charlotte NC 28202 | Providing financial advisory services; financial investment in the field of the equity and debt securities of middle-market companies;GROWTH PARTNERS; |
| FUTURETRUST 529 CENTER | CAVE SPRINGS, INC. | 2751 Centerville Road Wilmington DE 19808 | Providing financial advisory services and funds investment services for others in the nature of planning and saving for college tuition;FUTURE TRUST 529 CENTER;529 CENTER; |
| FUTURETRUST INVESTMENT CENTER | CAVE SPRINGS, INC. | 2751 Centerville Road Wilmington DE 19808 | Providing financial advisory services and funds investment services for others in the nature of planning and saving for college tuition; financial and estate planning and advisory services; funds investment for others and insurance brokerage and agency services; mutual funds investment services, securities investment services, stock and bond brokerage services, providing financial analysis and consultation, and investment management of and distribution of variable annuities;FUTURE TRUST INVESTMENT CENTER;INVESTMENT CENTER; |
| KT ADVISORY SERVICES | KT CPA | 3515 East Woodville Drive Meridian ID 83642 | Providing financial advisory services to entrepreneurs and businesses (hereafter clients) designed to maximize profit and promote sustainable growth; providing financial analysis, tax planning, bookkeeping, and payroll services designed to ensure clients maintain accurate and well-organized accounting records and timely meet all reporting requirements; and business coaching including working with clients to develop plans and systems to increase profitability and growth and solutions to resolve issues negatively impacting clients' success;ADVISORY SERVICES; |
| MCGOWANGROUP | McGowan Publishing Company, Inc. | 300 Crescent Court, Suite 1776 Dallas TX 75201 | Providing financial advisory services; and investment products, namely, wealth management and performance tracking, and providing financial advisory and financial portfolio management services;MCGOWAN GROUP; MC GOWAN GROUP; |
| MEMBERS | CMFG LIFE INSURANCE COMPANY | 5910 Mineral Point Road MADISON WI 53705 | Providing financial advisory services and programs to credit union members, namely, analysis, advice, and recommendations on personal investment, products, retirement, and life-event planning for financial investment purposes; providing on-line financial services for credit union members, namely, the ability to access personal accounts, perform on-line trading in the field of stocks, obtain investment brokerage services and purchase of savings bonds and stocks, obtain financial information via electronic means and use on-line financial calculators; providing trust services to credit union members, namely, investment and trust company services; providing the issuance and management of stock certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates to credit union members; |
| MEMBERS | CMFG LIFE INSURANCE COMPANY | 5910 Mineral Point Road MADISON WI 53705 | Providing financial advisory services and programs to credit union members, namely, analysis, advice, and recommendations on personal investment products, retirement, and life-event planning for financial investment purposes; providing on-line financial services for credit union members, namely, the ability to access personal accounts, perform on-line trading in the field of stocks, obtain investment brokerage services and purchase of savings bonds and stocks, obtain financial information via electronic means and use on-line financial calculators; providing trust services to credit union members, namely, investment and trust company services to credit union members; providing the issuance and management of stock certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates to credit union members; |
| MERAGLIM | Meraglim Holdings | 777 South Flagler Drive Suite 800 West Palm Beach FL 33401 | providing financial advisory services; financial analysis using predictive analytics; financial analysis using optimization analytics; financial data analysis; financial data analysis for the purpose of discovering patterns; financial data analysis using contextual prediction techniques;providing business advisory services; using predictive analytics in the nature of consumer strategy business consulting in the fields of marketing, sales, operation, and product design particularly specializing in the use of analytic models for the understanding and predicting of consumer, business, and retail market trends and actions; enterprise analytics, namely, analyses and appraisals of enterprises; business data analysis; business data analysis for the purpose of discovering patterns; contextual prediction in the nature of consumer strategy business consulting in the fields of marketing, sales, operation, and product design particularly specializing in the use of analytic models for the understanding and predicting of consumer, business, and retail market trends and actions; predictive modelling in the nature of business monitoring and consulting services, namely, tracking web sites and applications of others to provide strategy, insight, marketing, sales, operation, product design, particularly specializing in the use of analytic and statistic models for the understanding and predicting of consumers, businesses, and market trends and actions;providing business technology software advisory services; Software as a services (SAAS) services featuring software for using predictive analytics to analyze capital markets; software as a services (SAAS) services featuring software for conducting enterprise analytics; software as a services (SAAS) services featuring software for use in data governance being database management; software as a services (SAAS) services featuring software for use in data integration; software as a services (SAAS) services featuring software for conducting optimization analytics; software as a service (SAAS) services featuring software for use in data management; data warehousing; software as a service (SAAS) services featuring software for analyzing data; software as a service (SAAS) services featuring software for use in analyzing data to discover patterns; software as a services (SAAS) services featuring software for using contextual prediction techniques to analyze capital markets; predictive computer modelling services; software as a services (SAAS) services featuring software for creating data recognitions, segmentations, regressions, and visualizations; |
| NOBEL WEALTH ADVISORS | Glaser, Adam W. | 4427 Talmadge Road Toledo OH 43623 | Providing financial advisory services;WEALTH ADVISORS; |
| OPTIMIZEUSA | OptimizeUSA, Inc. | 9100 S. Dadeland Boulevard, Suite 706 Miami FL 33156 | PROVIDING FINANCIAL ADVISORY SERVICES, NAMELY, FINANCIAL PORTFOLIO ANALYSIS FINANCIAL PORTFOLIO CONSTRUCTION, MUTUAL FUND ANALYSIS, MUTUAL FUND INVESTMENT SERVICES, MUTUAL FUND INVESTMENT BROKERAGE SERVICES, ALL PROVIDED ONSITE AND VIA GLOBAL COMPUTER NETWORK; |
| ORIGINATE-IT | Hammer, Bonnie | 22 Cross Way Westport CT 06880 | Providing financial advisory services to emerging and startup businesses and philanthropic organizations, namely, identifying, securing, and matching private investors with entrepreneurs needing funding; providing venture capital, development capital, private equity, and investment funding and fundraising advice to startup businesses and philanthropic organizations; and providing financial advice and consulting in the fields of strategy, management, personnel, product development, marketing, loans, finance, capital, and operations;Business incubation, product ideation and accelerator services, namely, providing business consulting, business development assistance, management support, strategic planning advice and business organization, marketing and management advice, all in the field of emerging and startup businesses and philanthropic organizations; |
| REFINITIV WORKSPACE | REFINITIV US ORGANIZATION | 3 Times Square New York NY 10036 | Downloadable and recorded computer software for use in executing financial trades and providing financial advisory services; downloadable computer software for the provision of financial information, data, and news;Providing online chat rooms and electronic bulletin boards for transmission of messages among users in the field of financial services; instant messaging services in the field of financial services;DEFINITIVE WORKSPACE;Provision of financial information, data, and news; financial analysis, consultancy, and research services; providing online computer databases in the field of financial information, data, and news;WORKSPACE;Providing temporary use of online non-downloadable software for use in executing financial trades and providing financial advisory services; providing temporary use of online non-downloadable software for the provision of financial information, data, and news; |
| STRAIGHT TALK TAILORED SOLUTIONS | FMA Advisory, Inc. | 1631 North Front Street Harrisburg PA 17102 | Providing financial advisory services in the nature of investment management services, investment advisory services, investment planning, financial planning, portfolio planning, retirement planning, college planning, asset management, wealth management, wealth advisory, retirement plan design, retirement plan implementation, portfolio management, financial portfolio creation, fee-only investment management, fiduciary investment management, and financial risk management; |
| STRATEGIC INVESTMENT BANKING | The Nassau Group, Inc. | Greens Farms Office Park 1175 Post Road East Westport CT 06880 | Providing financial advisory services in the fields of healthcare products and services, industrial products and services, environmental products and services, information technology, electronic commerce, telecommunication equipment and services, leisure and entertainment, and corporate finance; providing investment banking services.; |
| SUCCESS IS A WELL SERVED CLIENT | Louis Ciliberti | Suite 100 1800 Walt Whitman Road Melville NY 11747 | Providing financial advisory services, namely, investment consultation, strategic asset allocation, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning and multigenerational financial planning; financial services, namely, wealth management services; consulting and information concerning insurance; financial consultancy and insurance consultancy; financial advice; |
| TSC 401(K) HEALTH CHECK | Tax Sheltered Compensation, Inc. | 7300 Metro Blvd., Suite 450 Edina MN 55439 | Providing financial advisory services, namely investment consultation, strategic asset allocation, financial planning, retirement planning, liquidity and tax planning and private financial services;401(K); |
| TSC SUCCESSFUL CORPORATE RETIREMENT PLANS MADE EASY | Tax Sheltered Compensation, Inc. | 7300 Metro Blvd., Suite 450 Edina MN 55439 | Providing financial advisory services, namely investment consultation, strategic asset allocation, financial planning, retirement planning, liquidity and tax planning, private financial services and third-party administrator services;TAX SHELTERED COMPENSATION SUCCESSFUL CORPORATE RETIREMENT PLANS MADE EASY;CORPORATE RETIREMENT PLANS; |
| UNIONMUTUAL | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2211 CONGRESS ST. PORTLAND ME 04122 | [ PROVIDING FINANCIAL ADVISORY SERVICES, REAL ESTATE FINANCING SERVICES, ] UNDERWRITING OF INDIVIDUAL AND GROUP LIFE, HEALTH AND ACCIDENT INSURANCE AND [ REINSURANCE, MUTUAL FUND INVESTMENT SERVICES, SECURITIES INVESTMENT SERVICES, AND ] INSURANCE CLAIMS SERVICES TO INDIVIDUALS AND CORPORATIONS; |
| UNIONMUTUAL | UNIONMUTUAL CORPORATION | 2211 CONGRESS ST. PORTLAND ME 04112 | [ PROVIDING FINANCIAL ADVISORY SERVICES, REAL ESTATE FINANCING SERVICES, ] UNDERWRITING OF INDIVIDUAL AND GROUP LIFE, HEALTH AND ACCIDENT INSURANCE AND [ REINSURANCE, MUTUAL FUND INVESTMENT SERVICES, SECURITIES INVESTMENT SERVICES, AND ] INSURANCE CLAIMS SERVICES TO INDIVIDUALS AND CORPORATIONS; |
| WE OWN THE PROCESS. YOU OWN THE DECISIONS. | Meristem, LLP | 601 Carlson Parkway, Suite 800 Minnetonka MN 55305 | 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 financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services; |
| YOUR FAMILY'S CHOSEN ADVISOR | Meristem, LLP | 601 Carlson Parkway, Suite 800 Minnetonka MN 55305 | 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 financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services;ADVISOR; |
| YOUR MILESTONES. OUR RESOURCES. | Meristem, LLP | 601 Carlson Parkway, Suite 800 Minnetonka MN 55305 | 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 financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services; |
Where the owner name is not linked, that owner no longer owns the brand |
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