David Wetherell, financial advisor Champaign IL
93 score

David Wetherell

CRD Number: 5374642
Current Firm: Cozad Asset Management Inc.

David Wetherell (CRD# 5374642) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Air National Guard Springfield, IL Sep 2009 - Current 8
M Holdings Securities, Inc. Portland, OR Aug 2009 - Current 8
Cozad Asset Management, Inc. Champaign, IL Jun 2007 - Current 11
Army National Guard Paris, IL Dec 2000 - Sep 2009 8
Fsc Securities Corporation Champaign, IL Jun 2007 - Aug 2009 2
University Of Illinois Urbana, IL Aug 1999 - May 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for David P. Wetherell
Phone Number: 217-356-8363
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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