Cozad Asset Management Inc

Regan Frazier is a CFP® professional with three years of industry experience, currently serving at Cozad Asset Management, Inc. since 2021. Prior to this, Regan worked for ten years at Martin Hood, LLC. In addition to financial advising, Regan is involved in tax preparation and consulting through Managed Tax Services, LLC. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification, a disciplined buy/sell process, and tailors portfolios to client goals, managing the vast majority of assets on a discretionary basis.

Ronald Kiddoo is a financial advisor with Cozad Asset Management Inc in Champaign, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Cozad Asset Management since 1982 and previously spent 12 years at M HOLDINGS SECURITIES, Inc. Kiddoo also serves as chairman of the board of First Federal Savings Bank and holds director positions at Park Avenue Service Corporation and Great American Bancorp. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process tailored to client goals, managing the majority of assets on a discretionary basis, and integrates tax and trust capabilities through its ownership of Managed Tax Services, LLC.

Kaitlin Buerkett is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cozad Asset Management Inc. She has previously worked at Bank of America Corporation and M Holdings Securities, INC. In addition to her advisory role, Kaitlin manages a tax preparation and consulting business, Managed Tax Services, LLC, and is also an independent insurance professional. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined investment process, offering tailored portfolios and integrated tax and insurance services through its subsidiaries and licensed staff.

Mary McGrath is a financial advisor with Cozad Asset Management Inc. in Champaign, IL, holding CFP® and PFS™ designations and over 40 years of industry experience. She has worked at Cozad Asset Management since 1985 and was previously with M HOLDINGS SECURITIES, Inc. from 2009 to 2021. Outside of her advisory role, she serves as board president of the Carle Center for Philanthropy and operates Managed Tax Services LLC, a tax preparation and planning business. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm’s approach emphasizes diversification and disciplined portfolio management tailored to client goals, and it integrates tax and trust services through its subsidiary and strategic interests.

Dae Woung Kang is a financial advisor at Cozad Asset Management Inc with four years of industry experience. He holds a Series 65 designation and previously worked at Martin Hood, LLC for 19 years before joining Cozad Asset Management. Outside of his advisory role, Kang manages a tax preparation and consulting business and serves on the boards of local nonprofits, including Champaign County CASA and Salt and Light, as well as leading the finance committee of Covenant Fellowship Church. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined investment process while tailoring portfolios to client goals, managing the majority of assets on a discretionary basis, and integrating tax and trust services through its subsidiary Managed Tax Services, LLC.

Anne Storsved is a CFP®, CFA®, and holds a Series 66 license with 25 years of industry experience. She has been with Cozad Asset Management Inc since 1998 and previously worked at M HOLDINGS SECURITIES, Inc. from 2009 to 2021. Outside of her advisory role, she provides tax preparation services through Managed Tax Services, LLC. Cozad Asset Management serves individuals, trusts, retirement plans, corporations, and investment companies with portfolio management, financial and estate planning, and insurance consultations. The firm emphasizes diversification and a disciplined investment process, managing the majority of assets on a discretionary basis while also offering tax preparation through its subsidiary and acting as a sub-adviser for other investment firms.

Stephen Kiddoo is a financial advisor at Cozad Asset Management Inc in Champaign, IL, holding a Series 66 designation and with 13 years of industry experience. He has worked at M Holdings Securities, Inc. from 2009 to 2021 and has been with Cozad Asset Management since 2008. Outside of his advisory role, he owns and operates tax preparation and consulting businesses, including Managed Tax Services, LLC. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing the majority of assets on a discretionary basis, and integrates tax and trust services through its subsidiary and minority interests.

Adrienne Olson is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving as an advisor at Cozad Asset Management Inc since 2019. Prior to this, she was affiliated with Mattis Avenue Free Methodist Church for 12 years. She is also a licensed insurance professional, engaging in fixed insurance sales on a part-time basis. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined investment process, tailoring portfolios to client goals while integrating tax and trust capabilities through its subsidiary and strategic interests.

Stuart Meacham is a financial advisor at Cozad Asset Management Inc with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Cozad Asset Management since 1982, as well as at M HOLDINGS SECURITIES, Inc. from 2009 to 2021. Outside of his advisory role, Meacham serves as a director for CU Christian Church and its supporting charitable organization. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing most assets on a discretionary basis, and integrates tax and trust capabilities through its subsidiary Managed Tax Services, LLC.

Brett Anderson is a CFP® with seven years of industry experience, currently serving as an advisor at Cozad Asset Management Inc. He previously worked at M Holdings Securities from 2014 to 2018. Outside of his advisory role, Anderson is a senior accountant at Managed Tax Services, LLC, and serves as board treasurer for DREAAM House as well as a trustee at Lincoln Christian University. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification, a disciplined buy/sell process, and tailoring portfolios to clients’ goals, while also integrating tax and trust capabilities through its ownership of Managed Tax Services, LLC.

Peggy Schluter is a CFP® with 34 years of industry experience and is affiliated with Cozad Asset Management Inc in Champaign, IL. She has worked at Cozad Asset Management since 1991 and was previously with M Holdings Securities, Inc. from 2009 to 2021. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing the vast majority of assets on a discretionary basis while integrating tax and trust capabilities through its subsidiary and partnerships.

Gregory Cozad is a CFP® with 43 years of industry experience and has been with Cozad Asset Management Inc since 1993. He previously worked at M HOLDINGS SECURITIES, Inc. for 12 years. He serves as a director of the Cozad Foundation and trustee of the V Dale Cozad Trust. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing the majority of assets on a discretionary basis, and also offers integrated tax and insurance services.

Trenton Meacham is a financial advisor at Cozad Asset Management Inc with six years of industry experience. He holds Series 65 and Series 63 designations and has been with Cozad Asset Management since 2019. Prior to his advisory career, Meacham worked in professional basketball and coaching, and he is also involved in broadcasting for the Big Ten Network and runs basketball camps and training through his own coaching business. Additionally, he works as a realtor in Champaign, IL. Cozad Asset Management serves individuals, trusts, charitable organizations, municipal retirement plans, corporations, investment companies, and employer retirement plans by providing portfolio management, financial and estate planning, and insurance consultation. The firm emphasizes diversification, disciplined buy/sell decisions, and tailored portfolios, managing the majority of assets on a discretionary basis and offering various model portfolio strategies to other advisers and platform providers.

Brent Schluter is a CFP® at Cozad Asset Management Inc with three years of industry experience. He has been with Cozad Asset Management since 2019 and previously worked at Vision Fitness and the University of Illinois. Outside of his advisory work, Brent is involved with Managed Tax Services, LLC, providing tax preparation and consulting services. Cozad Asset Management serves individuals, trusts, charitable organizations, municipal retirement plans, corporations, investment companies, and employer retirement plans. The firm offers portfolio management, financial and estate planning, and insurance consultation, emphasizing diversification and disciplined investment decisions tailored to client goals.

Steven Gardner is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cozad Asset Management Inc since 2010. He previously worked at M Holdings Securities Inc. from 2010 to 2021. Gardner is also a licensed insurance professional specializing in fixed insurance products. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing the vast majority of assets on a discretionary basis, and integrates tax and trust capabilities through its subsidiary and minority interests.