Lee Smith, CFP®

Vice President, Director of Trading
Office Phone: 
217-356-8363
Toll-free: 
800-437-1686

 

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.

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