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These are challenging and unprecedented times for all. Therefore, we are committed to continue serving you in all of your financial needs. Our office is open, and we are also available to meet and communicate through email, phone, and video-conference meetings. If you do choose to visit in-person, we require face masks be worn and a health screening questionnaire be completed upon arrival. We look forward to our next visit. If you have any questions, please call 217-356-8363. Thanks.
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. If you wish to initiate a securities transaction, please contact Cozad Asset Management, Inc. to discuss your transaction. Please do not leave instructions on voicemail or send via email or fax, as those instructions cannot be honored on a timely basis.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
For important information related to Cozad Asset Management Inc., refer to the Cozad Asset Management Inc.'s Client Relationship Summary (Form CRS).
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.