Regan Ann Frazier

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → Present
  Cozad Asset Management, Inc.
  Champaign, IL
• 06/2011 → 12/2021
  Martin Hood, Llc
  Champaign, IL

Other Businesses

1) Managed Tax Services, LLC; 2501 Galen Drive, Champaign, IL 61821; 12/2021; CPA/Accountant; Tax preparation and consulting; Not Investment Related; 40 hours/month during business hours; No additional compensation.

Designations

• Certified Financial Planner

Other Names

• Regan Ann Eichelberger