Donald Puyear (CRD# 1094582) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Hudson, IL and has over 25 years of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 4080772
Lpl Financial LLC
CRD# 2776
Ic Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cozad Asset Management, Inc. | Champaign, IL | Mar 1999 - Current | 25 |
| Dean Puyear & Assoc. (insurance Sales) | Normal, IL | Jul 1971 - Current | 52 |
| M Holdings Securities, Inc. | Portland, OR | Aug 2009 - Sep 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- FL
- IL
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Total Assets Under Management1,923MILLIONS
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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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