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Executive Vice President, Director of Tax Department, & Director · Cozad Asset Management Inc

Anne J. Storsved

CRD 4299254 · Named on Form ADV at one SEC-registered adviser

At a glance

Cozad Asset Management Inc, an SEC-registered wealth manager based in Champaign, IL with $2.6 billion in regulatory assets, lists Anne J. Storsved on its Form ADV as Executive Vice President, Director of Tax Department, & Director, a control person.

Firms and roles

  • Cozad Asset Management IncExecutive Vice President, Director of Tax Department, & DirectorWealth manager · Champaign, IL · $2.6B in regulatory assets

AtlasMembers

Anne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2001 (25 years)
Designations
Certified Financial Planner, Chartered Financial Analyst
Exams
Series 66
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Anne’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Anne on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.