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William James Buerkett

Cozad Asset Management Inc

Champaign, IL

CRD 6167957

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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:

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

Nearby Firms

LESTER FINANCIAL GROUP, LLC
STERLING WEALTH MANAGEMENT, INC.
TENET WEALTH PARTNERS, LLC

Nearby Investors

Blake A Lester
TODD ALLEN LESTER
JAMES ARTHUR PLOEGER

Nearby Offices

LESTER FINANCIAL GROUP, LLC · CHAMPAIGN, IL
STERLING WEALTH MANAGEMENT, INC. · CHAMPAIGN, IL
TENET WEALTH PARTNERS, LLC · CHAMPAIGN, IL

More in Champaign, IL

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