Chairman of the Board, Director · Cozad Asset Management Inc
Gregory D. Cozad
CRD 1046058 · 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 Gregory D. Cozad on its Form ADV as Chairman of the Board, Director, a control person.
Firms and roles
- Cozad Asset Management IncChairman of the Board, DirectorWealth manager · Champaign, IL · $2.6B in regulatory assets
AtlasMembers
Gregory’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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (12)
- Ronald L. KiddooDirector, Cozad Asset Management Inc
- Stuart T. MeachamDirector, Cozad Asset Management Inc
- Mary F. McGrathDirector, Cozad Asset Management Inc
- Stephen C. KiddooChief Compliance Officer, Cozad Asset Management Inc
- Anne J. StorsvedExecutive Vice President, Director of Tax Department, & Director, Cozad Asset Management Inc
7 more people named with Gregory on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.