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Steven J Gardner

Cozad Asset Management Inc

Champaign, IL

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Current Employers
Cozad Asset Management Inc

2501 Galen Drive, Champaign, IL 61821-7005 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2011-01-28
  • IL RA
    APPROVED
    Since 2011-01-28

Branch Locations

2501 Galen Drive, Champaign, IL 61821-7005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cozad Asset Management Champaign IL 12/2010 Present
M Holdings Securities Inc. Portland OR 12/2010 09/2021
  • 12/2010 → Present
    Cozad Asset Management
    Champaign, IL
  • 12/2010 → 09/2021
    M Holdings Securities Inc.
    Portland, OR
Previous Registrations
Other Businesses

1) Licensed Insurance Professional; 1/1/12; Fixed insurance products; 4 hours/month; 4 hours/month during business hours; Commissions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-03
  • S66 Uniform Combined State Law Examination
    2008-10-03
Designations
Other Names
  • Steve Gardner

View on SEC IAPD

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Other Offices

LESTER FINANCIAL GROUP, LLC · CHAMPAIGN, IL
STERLING WEALTH MANAGEMENT, INC. · CHAMPAIGN, IL
TENET WEALTH PARTNERS, LLC · CHAMPAIGN, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CHAMPAIGN, IL
HORACE MANN INVESTORS, INC. · Champaign, IL
SERRA VENTURES, LLC · CHAMPAIGN, IL
EDWARD JONES · CHAMPAIGN, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Champaign, IL

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