Cozad Asset Management Inc.

Cozad Asset Management Inc. (CRD# 104764) is a financial advisory firm headquartered in Champaign, IL. They manage $1,073,311,754 in 2,098 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,073
    MILLION
  • Total Number of Accounts
    2,098
    ACCOUNTS
  • Average Account Value
    $511,588
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, TX

Financial Advisors at Cozad Asset Management Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Gregory D. Cozad
CRD#: 1046058
2501 Galen Drive, Champaign, IL 61821
96
Wealthminder
score

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.

2
Jack S. Earley
CRD#: 1107435
2501 Galen Drive, Champaign, IL 61821
96
Wealthminder
score

Jack Earley (CRD# 1107435) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 33 years of experience in the finance industry. Jack Earley 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.

3
Ann B. Fagan
CRD#: 1064024
200 B Street, Suite G, Davis, CA 95616
96
Wealthminder
score

Ann Fagan (CRD# 1064024) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Davis, CA and has over 26 years of experience in the finance industry. Ann Fagan 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.

4
Stuart T. Meacham
CRD#: 1094785
2501 Galen Drive, Champaign, IL 61821
96
Wealthminder
score

Stuart Meacham (CRD# 1094785) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 33 years of experience in the finance industry.

5
Peggy J. Schluter
CRD#: 2180250
2501 Galen Drive, Champaign, IL 61821
96
Wealthminder
score

Peggy Schluter (CRD# 2180250) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 25 years of experience in the finance industry. Peggy Schluter 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.

6
Lee F. Smith
CRD#: 1281878
2501 Galen Drive, Champaign, IL 61821
96
Wealthminder
score

Lee Smith (CRD# 1281878) 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. Lee Smith 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.

7
Anne J. Storsved
CRD#: 4299254
2501 Galen Drive, Champaign, IL 61821
96
Wealthminder
score

Anne Storsved (CRD# 4299254) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 15 years of experience in the finance industry. Anne Storsved 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.

8
James E. Vermette
CRD#: 1147132
2501 Galen Drive, Champaign, IL 61821
96
Wealthminder
score

James Vermette (CRD# 1147132) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 33 years of experience in the finance industry. James Vermette 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.

9
Donald R. Casper
CRD#: 1047348
2501 Galen Drive, Champaign, IL 61821
93
Wealthminder
score

Donald Casper (CRD# 1047348) 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.

10
John B. Evans
CRD#: 4423527
2501 Galen Drive, Champaign, IL 61821
93
Wealthminder
score

John Evans (CRD# 4423527) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 15 years of experience in the finance industry.

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