Unclaimed Profile

Mary Frances Mcgrath

COZAD ASSET MANAGEMENT INC·CHAMPAIGN, Illinois

SIE, Series 7, Series 63CFPPFS28 years registeredCOZAD ASSET MANAGEMENT INC

2501 GALEN DRIVE, CHAMPAIGN, IL 61821-7005CRD# 1336517Firm CRD# 104764

Profile Verification

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

Identity

Mary Frances Mcgrath · CHAMPAIGN, IL

Registration

CRD #1336517 · COZAD ASSET MANAGEMENT INC · 28 years registered

Brand Profile

Not yet started

Career History

COZAD ASSET MANAGEMENT INC

Feb 1998 – present

PHYSICIAN ADVISORY RESOURCES,LLC

Sep 2003 – Dec 2008

CHAMPAIGN, IL

SIKICH COZAD ASSET MANAGEMENT LLC

Jun 2001 – Sep 2009

CHAMPAIGN, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 17, 1998

Years registered · 28

Professional designations · CFP, PFS

Disclosure History

2005Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Mary Frances Mcgrath offer?

Mary Frances Mcgrath specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAMPAIGN, Illinois for a consultation.

What are Mary Frances Mcgrath's credentials?

Mary Frances Mcgrath holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mary Frances Mcgrath located?

Mary Frances Mcgrath 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 Mary Frances Mcgrath charge for services?

Mary Frances Mcgrath'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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