Unclaimed Profile

Anne Joelle Storsved

COZAD ASSET MANAGEMENT INC·CHAMPAIGN, Illinois

SIE, Series 7, Series 66CFP CFAClean record25 years registeredCOZAD ASSET MANAGEMENT INC

2501 GALEN DRIVE, CHAMPAIGN, IL 61821-7005CRD# 4299254Firm CRD# 104764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne Joelle Storsved · CHAMPAIGN, IL

Registration

CRD #4299254 · COZAD ASSET MANAGEMENT INC · 25 years registered

Brand Profile

Not yet started

Career History

COZAD ASSET MANAGEMENT INC

May 2001 – present

M HOLDINGS SECURITIES, INC.

Feb 2014 – Feb 2014

CHAMPAIGN, IL

PHYSICIAN ADVISORY RESOURCES,LLC

Jan 2004 – Dec 2008

CHAMPAIGN, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 10, 2001

Years registered · 25

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COZAD ASSET MANAGEMENT INC

CRD 104764 · SEC 801-18060

AUM

$1.9B

Regulatory assets under management

Employees

3,301 client accounts

Services offered by COZAD ASSET MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COZAD ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Anne Joelle Storsved offer?

Anne Joelle Storsved specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAMPAIGN, Illinois for a consultation.

What are Anne Joelle Storsved's credentials?

Anne Joelle Storsved holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Anne Joelle Storsved located?

Anne Joelle Storsved is based in CHAMPAIGN, Illinois, working with COZAD ASSET MANAGEMENT INC. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.

How does Anne Joelle Storsved charge for services?

Anne Joelle Storsved's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COZAD ASSET MANAGEMENT INC?

COZAD ASSET MANAGEMENT INC has approximately 25 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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