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Cozad Asset Management Inc CRD 104764
$2.62B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| FL | RA | APPROVED | 2022-05-18 |
| IL | RA | APPROVED | 1998-02-17 |
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 | Champaign | IL | 05/1982 | Present |
| M Holdings Securities | Portland | OR | 08/2009 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-03 |
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