Vice President Lee Smith has a number of key responsibilities, including serving as a portfolio manager and Director of Fixed Income Trading. He is also a mutual fund analyst.
After attending the University of Illinois, Lee served in the United States Army and was awarded the Bronze Star in Vietnam. He was a small business owner prior to joining Cozad Asset Management in 1984. Lee is a certified financial planner, and holds a number of securities registrations and an insurance license.
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.