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2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cozad Asset Management, Inc. | Champaign | IL | 01/1989 | Present |
| Self-Employed | Champaign | IL | 12/1968 | Present |
| M Holdings Securities, Inc. | Portland | OR | 08/2009 | Present |
1)RAYMOND L. HEINRICH. INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT. SINCE 1968. NOT INVESTMENT-RELATED. 50 HOURS PER MONTH, 50 DURING TRADING HOURS. COMPENSATION: COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-24 |
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