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William James Buerkett

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 2021-06-04
  • IL RA
    APPROVED
    Since 2021-06-04

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
Ubs Financial Services Inc. Charlotte NC 07/2014 07/2019
Cozad Asset Management Inc. Champaign IL 09/2020 Present
Unemployed Mahomet IL 08/2019 08/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-09
  • S66 Uniform Combined State Law Examination
    2014-12-09
Other Names
  • Will James Buerkett
  • William J Buerkett

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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