Donald Casper
Donald Casper is a registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 44 years of industry experience. Donald 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
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
Location
2501 Galen Drive, Champaign, IL, 61821
Get directionsHistory
Regulatory History (1)
Regulatory
May 2022Employment History
Current Registrations
Cozad Asset Management INC
Previous Registrations
M Holdings Securities, INC.Broker
Fsc Securities CorporationBroker
Cozad Investment Services, INC.Broker
State Registrations3 states
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
More Advisors
- Adrienne Olson, CFPCozad Asset Management INC
- Kaitlin Buerkett, CFPCozad Asset Management INC
- Brent Schluter, CFPCozad Asset Management INC
- Stuart Meacham, ChFCCozad Asset Management INC
- Peggy Schluter, CFPCozad Asset Management INC
- Regan Frazier, CFPCozad Asset Management INC