Don, who serves as a Registered Rep, designs and implements investment recommendations for both individuals and qualified plans. Don puts his more than 35 years of financial experience to good use helping our clients achieve their financial goals by selecting and monitoring portfolios to take advantage of opportunities without incurring undue risk.
Don earned a bachelor’s degree from Bradley University, where he studied accounting, economics and finance. He also graduated from the BAI Graduate School of Banking at the University of Wisconsin at Madison. He is a Registered Representative with M Holdings Securities, Inc.
Prior to joining Cozad, Don served as a bank president and CEO and recently was chairman of the board of directors of another financial institution.
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.