Unclaimed Profile

Sherryl Dauten Marsh

COZAD ASSET MANAGEMENT INC·CHAMPAIGN, Illinois

COZAD ASSET MANAGEMENT INC

2501 GALEN DRIVE, CHAMPAIGN, IL 61821-7005CRD# 6631646Firm CRD# 104764

Profile Verification

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

Identity

Sherryl Dauten Marsh · CHAMPAIGN, IL

Registration

CRD #6631646 · COZAD ASSET MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Sherryl Dauten Marsh is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with COZAD ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COZAD ASSET MANAGEMENT INC

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COZAD ASSET MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6631646

Firm CRD# 104764

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sherryl Dauten Marsh offer?

Sherryl Dauten Marsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAMPAIGN, Illinois for a consultation.

What are Sherryl Dauten Marsh's credentials?

Sherryl Dauten Marsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sherryl Dauten Marsh located?

Sherryl Dauten Marsh 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 Sherryl Dauten Marsh charge for services?

Sherryl Dauten Marsh'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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