Gregory Cozad, financial advisor Champaign IL
96 score

Gregory Cozad

CRD Number: 1046058
Current Firm: Cozad Asset Management Inc.

Gregory Cozad (CRD# 1046058) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 34 years of experience in the finance industry. Gregory Cozad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Aug 2009 - Current 7
Cozad Asset Management, Inc. Champaign, IL May 1993 - Current 23
Fsc Securities Corporation Champaign, IL Jan 1993 - Aug 2009 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
Contact Info for Gregory D. Cozad
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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