Mary McGrath, financial advisor Champaign IL
86 score

Mary McGrath

CRD Number: 1336517
Current Firm: Cozad Asset Management Inc.

Mary McGrath (CRD# 1336517) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 31 years of experience in the finance industry. Mary McGrath 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 Jan 1985 - Current 31
Fsc Securities Corporation Champaign, IL Dec 1990 - Aug 2009 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mary F. McGrath
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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