Brett Anderson
Brett Anderson is a CFP-designated registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 7 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,015 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cozad Asset Management's fees for ongoing investment management are negotiable and range up to 1.70% annually, depending on the size, nature, and asset mix of the account. Fees are billed quarterly in arrears, based on the market value of the assets managed.
Location
2501 Galen Drive, Champaign, IL, 61821-7005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brett is a senior accountant at Managed Tax Services, LLC, dedicating about half of his time. He also serves as Board Treasurer for DREAAM House and Trustee for Lincoln Christian University, spending minimal time on each. Finally, Brett is an independent insurance professional selling fixed insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Cozad Asset Management INC
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.