Cozad Asset Management, Inc. is a Registered Investment Adviser. Cozad provides comprehensive and personalized financial services, including: - Tailored Investment Management - Retirement, College, and Estate Planning - Life, LTC, and Disability Insurance - Income Tax Preparation Founded in 1972, Cozad is based in Central Illinois but serves clients across the country. The experienced team of CPAs, CFP® and other financial professionals works with individuals and young families just getting started to multi-generational families with sophisticated needs. Cozad Asset Management, Inc. is Independently Owned and Operated. Third-party posts found on this profile do not reflect the views of Cozad Asset Management, Inc. nor its Associated Persons or Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
View Top Employees from Cozad Asset Management, Inc.Website | http://cozadasset.com |
Revenue | $7 million |
Employees | 26 (26 on RocketReach) |
Founded | 1972 |
Address | 2501 Galen Dr, Champaign, Illinois 61821-7005, US |
Phone | (217) 356-8363 |
Fax | (217) 355-1359 |
Technologies |
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Industry | Financial Services, Finance General, Investment Advisory Services, Finance, Financial Planning, Income Tax Preparation, Insurance Products, Portfolio Management |
Web Rank | 19 Million |
Keywords | Cozad Asset Management, Cozad Asset Management, Inc |
Competitors | Hoffman Insurance, Journeay Insurance Agency, Laurmark Insurance, Retirement & Estate Planning Services Inc |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Cozad Asset Management, Inc. annual revenue was $7 million in 2024.
Greg Cozad is the CEO of Cozad Asset Management, Inc..
26 people are employed at Cozad Asset Management, Inc..
Cozad Asset Management, Inc. is based in Champaign, Illinois.
The NAICS codes for Cozad Asset Management, Inc. are [5239, 523, 52393, 52].
The SIC codes for Cozad Asset Management, Inc. are [628, 62].