Steven Gardner
Steven Gardner is a CFP-designated registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 17 years of industry experience. Steven 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, 61821-7005
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a licensed insurance professional since 2012, selling fixed insurance products. This requires minimal time.
Employment History
Current Registrations
Cozad Asset Management INC
Previous Registrations
M Holdings Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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