Brett Anderson, CPA

Financial Advisor & Portfolio Manager
Office Phone: 


Brett Anderson serves as a Financial Advisor and Portfolio Manager. He provides a variety of financial planning, investment management, and tax preparation services to help clients identify and achieve their financial goals. He manages Cozad's Enhanced Index Strategy ETF portfolios.

Brett is a Registered Representative of M Holdings Securities, Inc. He is also a Certified Public Accountant in the state of Illinois.

Brett graduated from the University of Illinois in 2012, earning Bachelor’s degrees in Accountancy and Finance with Bronze Tablet honors. After graduating, he worked for a consulting company in Chicago before joining Cozad in 2014. In May of 2017, Brett graduated from the Master of Divinity program at Lincoln Christian University.



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