Brent William Schluter

Employer firm

Cozad Asset Management Inc CRD 104764

$2.62B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → Present
  Cozad Asset Management, Inc.
  Champaign, IL
• 01/2018 → 08/2019
  Vision Fitness
  Urbana, IL
• 08/2016 → 05/2019
  University Of Illinois
  Urbana, IL

Other Businesses

Managed Tax Services, LLC; not investment related; 2501 Galen Drive, Champaign, IL 61821; Tax Preparation and Consulting Services; CPA; Staff Accountant; 09/2019; 40 hours per month; 20 hours per month during business hours; Income tax preparation and consulting; No additional compensation.

Designations

• Certified Financial Planner

Other Names

• Brent Schluter