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.
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.
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.