William Buerkett (CRD# 6167957) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 9 years of experience in the finance industry.
CRD# 4204391
Northwestern Mutual Investment Services,llc
CRD# 2667464
Northwestern Mutual Investment Services,llc
CRD# 5638945
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cozad Asset Management Inc. | Champaign, IL | Sep 2020 - Current | 3 |
| Unemployed | Mahomet, IL | Aug 2019 - Aug 2020 | 1 |
| Ubs Financial Services Inc. | Charlotte, NC | Jul 2014 - Jul 2019 | 5 |
| Unemployed | Charlotte, NC | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- IL
-
Total Assets Under Management1,923MILLIONS
-
Total Number of Accounts3,301ACCOUNTS
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Average Account Value$582,645
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, WA, WI
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