Cozad Asset Management Inc.

Cozad Asset Management Inc. (CRD# 104764) is a financial advisory firm headquartered in Champaign, IL. They manage $1,475,604,541 in 2,415 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,476
    MILLION
  • Total Number of Accounts
    2,415
    ACCOUNTS
  • Average Account Value
    $611,016
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, DC, FL, IL, IN, LA, MI, MO, NC, SC, TX, VA, WI

Financial Advisors at Cozad Asset Management Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Donald R. Casper
CRD#: 1047348
2501 Galen Drive, Champaign, IL 61821

Donald Casper (CRD# 1047348) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 38 years of experience in the finance industry.

2
Gregory D. Cozad
CRD#: 1046058
2501 Galen Drive, Champaign, IL 61821

Gregory Cozad (CRD# 1046058) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 38 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.

3
Jack S. Earley
CRD#: 1107435
2501 Galen Drive, Champaign, IL 61821

Jack Earley (CRD# 1107435) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 37 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.

4
John B. Evans
CRD#: 4423527
2501 Galen Drive, Champaign, IL 61821

John Evans (CRD# 4423527) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 19 years of experience in the finance industry.

5
Steven J. Gardner
CRD#: 5559098
2501 Galen Drive, Champaign, IL 61821

Steven Gardner (CRD# 5559098) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 12 years of experience in the finance industry.

6
Raymond L. Heinrich
CRD#: 1021204
2501 Galen Drive, Champaign, IL 61826

Raymond Heinrich (CRD# 1021204) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 37 years of experience in the finance industry.

7
Ronald L. Kiddoo
CRD#: 1028779
2501 Galen Drive, Champaign, IL 61821

Ronald Kiddoo (CRD# 1028779) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 38 years of experience in the finance industry.

8
Stephen C. Kiddoo
CRD#: 5637857
2501 Galen Drive, Champaign, IL 61821

Stephen Kiddoo (CRD# 5637857) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 8 years of experience in the finance industry.

9
Mary F. McGrath
CRD#: 1336517
2501 Galen Drive, Champaign, IL 61821

Mary McGrath (CRD# 1336517) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 35 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.

10
Stuart T. Meacham
CRD#: 1094785
2501 Galen Drive, Champaign, IL 61821

Stuart Meacham (CRD# 1094785) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 37 years of experience in the finance industry.

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