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We provide our clients complete tax services through our wholly owned subsidiary, Managed Tax Services, LLC. Our Certified Public Accountants and accounting staff work with both individuals and companies with federal and state income tax planning and preparation.
For complete information about Managed Tax Services, LLC, please contact Anne Storsved, CPA, CFP®, CFA.
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.