Best Investors
Account
Sign in
Best Investors
Account
Sign in
2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-08 |
| IL | RA | APPROVED | 1998-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 08/2009 | 09/2021 |
| Cozad Asset Management | Champaign | IL | 01/1982 | Present |
1) MANAGED TAX SERVICES, LLC; 2501 GALEN DRIVE CHAMPAIGN IL 61821; 7/1/1998; CPA/ACCOUNTANT; PROVIDE TAX-RELATED SERVICES; NOT INVESTMENT RELATED; 6 HOURS/MONTH; 2 HOURS/MONTH DURING BUSINESS HOURS; NO ADDITIONAL COMPENSATION 2) FIRST FEDERAL SAVINGS BANK; 1311 SOUTH NEIL STREET, CHAMPAIGN, IL 61820; 12/09/2019; CHAIRMAN OF THE BOARD; INVESTMENT RELATED; 4 HOURS/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; DIRECTOR'S FEES. 3) PARK AVENUE SERVICE CORPORATION; 1311 SOUTH NEIL STREET, CHAMPAIGN, IL 61820; 12/09/2019; DIRECTOR; INVESTMENT RELATED; 2 HOURS/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; DIRECTOR'S FEES. 4) GREAT AMERICAN BANCORP; 1311 SOUTH NEIL STREET, CHAMPAIGN, IL 61820; 12/09/2019; DIRECTOR; INVESTMENT RELATED; 2 HOURS/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; DIRECTOR'S FEES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-03 |
Reach out to this advisor