COZAD ASSET MANAGEMENT INC

CHAMPAIGN, Illinois·10 registered advisors·CRD# 104764
SEC# 801-180600217-356-8363
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COZAD ASSET MANAGEMENT INC

10 registered advisors
Anne Joelle Storsved
CHAMPAIGN, Illinois
CFPCFA
Brett Anderson
CHAMPAIGN, Illinois
CFP
Dae-Woung Kang
CHAMPAIGN, Illinois
Gregory Dale Cozad
CHAMPAIGN, Illinois
CFP
Johnston Allen Norris
CHAMPAIGN, Illinois
Lee Francis Smith
CHAMPAIGN, Illinois
CFP
Mary Frances Mcgrath
CHAMPAIGN, Illinois
CFPPFS
Ronald Lane Kiddoo
CHAMPAIGN, Illinois
Stephen Craig Kiddoo
CHAMPAIGN, Illinois
Stuart Thomas Meacham
CHAMPAIGN, Illinois
ChFC
05

Office Locations

CHAMPAIGN, Illinois
10 advisors

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Data sourced from SEC Form ADV filings. COZAD ASSET MANAGEMENT INC (CRD# 104764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.