Best Investors Account Sign in
Inactive

Dae-Woung Kang

Cozad Asset Management Inc

Champaign, IL

CRD 7464979

Claim This Profile
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
TX RA APPROVED 2022-08-18
IL RA APPROVED 2021-12-20
  • TX RA
    APPROVED
    Since 2022-08-18
  • IL RA
    APPROVED
    Since 2021-12-20

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
Martin Hood, Llc Champaign IL 01/2002 11/2021
Cozad Asset Management Champaign IL 11/2021 Present
  • 01/2002 → 11/2021
    Martin Hood, Llc
    Champaign, IL
  • 11/2021 → Present
    Cozad Asset Management
    Champaign, IL
Other Businesses

1) Managed Tax Services, LLC; 2501 Galen Drive, Champaign, IL 61821; 11/2021; Enrolled Agent/Accountant; Tax preparation and consulting; Not investment related; 80 hours/month during business hours; percentage of fees billed received. 2) Champaign County CASA; 301 S Vine St, Urbana, IL 61801; Board Treasurer; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No compensation. 3) Salt and Light; 1819 Philo Rd, Urbana, IL 61802; Board Member; Not Investment Related; 1 hour/month; 0 hours/month during business hours; No compensation. 4) Covenant Fellowship Church; 202 W Illinois St, Urbana, IL 61801; Head of Finance Committee; Not Investment Related; 4 hours/month; 0 hours/month during business hours. No compensation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-20
  • S65 Uniform Investment Adviser Law Examination
    2021-12-20
Other Names
  • Dae Kang

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Champaign, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor