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CFP
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CFP

Gregory Cozad

Cozad Asset Management INC
43 Years of Experience
Champaign, IL
Sells Insurance
View SEC Summary
View SEC Summary

Gregory Cozad is a CFP-designated registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 43 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,178 clients with $2.6B in assets under management.

Cozad Asset Management INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
2,178 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Fees are negotiable and generally range from 0% to 1.70% annually, varying with the size, nature, and asset mix of the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2501 Galen Drive, Champaign, IL, 61821

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory is a director of the Cozad Foundation and a trustee of the V Dale Cozad Trust since 1994, dedicating minimal time to each. He is also a licensed insurance professional, spending minimal time on this activity.

Employment History
Current Registrations
Cozad Asset Management INC
February 1998 - Present · 28 yrs 8 mos
Previous Registrations
M Holdings Securities, INC.Broker
September 2009 - October 2021 · 12 yrs 1 mo
Physician Advisory Resources,llc
February 2004 - December 2008 · 4 yrs 10 mos
Sikich Cozad Asset Management LLC
February 1998 - September 2009 · 11 yrs 7 mos
Nationvest Capital, L.L.C.Broker
March 1997 - November 2000 · 3 yrs 8 mos
Fsc Securities CorporationBroker
January 1993 - September 2009 · 16 yrs 8 mos
Fsc Securities CorporationBroker
December 1990 - July 1992 · 1 yr 7 mos
Pruco Securities CorporationBroker
January 1987 - April 1991 · 4 yrs 3 mos
Cozad Investment Services, INC.Broker
June 1982 - December 1990 · 8 yrs 6 mos
State Registrations3 states
FLILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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