Founded in 1972, Cozad Asset Management, Inc. provides the highest quality professional and personalized financial services and advice to individuals, families and institutional investors throughout the country. Our client-focused approach allows Cozad professionals to fully understand each client's personal financial situation, including investments, tax and insurance and to satisfy individual financial objectives and achieve long-term goals.
Many clients find Cozad's specialized composites to be excellent additions to their portfolios. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management is independently owned and operated.
Many clients find Cozad's specialized composites to be excellent additions to their portfolios. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management is independently owned and operated.
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