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Cozad Asset Management
Cozad Asset Management is a Registered Investment Advisor offering investment management, financial planning, tax services, and asset protection.
Cozad Asset Management
Cozad Asset Management is a Registered Investment Advisor offering investment management, financial planning, tax services, and asset protection. With over 50 years in financial services, it is one of the longest-standing and largest Registered Investment Advisors in East Central Illinois. The firm uses a team-based approach of investment advisors, CPAs, and CFP®s and serves clients in over 40 states.
General information
Firm type
Asset Manager
Year founded
1972
Location
Region
North America
Country
United States
Principals
Gregory D. Cozad
Chairman of the Board, Investment Advisor, CFP®
Brett Anderson
Co-Chief Executive Officer, Chief Investment Officer, Portfolio Manager, Investment Advisor, CPA, CFP®
Dae W. Kang
Co-Chief Executive Officer, President, Investment Advisor, EA
Braden Anderson
Chief Operating Officer & Chief Financial Officer
Anne Storsved
Executive Vice President, Director of Tax, Portfolio Manager, Investment Advisor, CPA, CFP®, CFA®
Katie Buerkett
Executive Vice President, Portfolio Manager, Investment Advisor, CPA, CFP®
S. Craig Kiddoo
Chief Compliance Officer, IT Director, & Investment Advisor, CPA
Ron Kiddoo
Portfolio Manager, Investment Advisor, CPA
Stuart Meacham
Investment Advisor, CPA, ChFC
Mary McGrath
Portfolio Manager, Investment Advisor, CPA/PFS, CFP®
J. Bryant Evans
Portfolio Manager & Investment Advisor, MBA
Peg Schluter
Operations Manager & Investment Advisor, CFP®
Adrienne Olson
Investment Advisor, CFP®
Brent Schluter
Investment Advisor, CPA, CFP®
Regan Frazier
Investment Advisor, CPA, CFP®
Jack Stewart Earley
Investment Advisor, CFP®
Raymond Heinrich
Director of Insurance Services, CLU®
Steve Gardner
Investment Advisor, CFP®
Bob Warth
Manager, Business Advisory Services, CPA
Aaron Schluter
Wealth Management Associate, CPA
Doug Canfield
Tax Preparer, CPA
Trent Meacham
Business Development Associate; Investment Advisory Representative
Don Casper
Investment Advisor
V. Dale Cozad
founder
Frequently asked questions
What type of clients does Cozad Asset Management serve?
Cozad Asset Management serves individual investors, high-net-worth families, and institutional clients such as retirement plans. Its client base is concentrated in central Illinois, where it provides portfolio management and financial planning services as a registered investment advisor.
How does the firm make asset allocation decisions?
An internal investment committee directs asset allocation at Cozad, combining internal research with external manager due diligence. The firm constructs portfolios across equity, fixed-income, and mutual fund sleeves, tailored to individual client risk profiles and objectives.
Where is Cozad Asset Management based, and does it have additional offices?
The firm is headquartered in Champaign, Illinois. While it serves clients throughout central Illinois, it does not list additional office locations in its regulatory disclosures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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