Brent
Schluter
Cozad Asset Management Inc
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About this Advisor
Brent Schluter is a certified financial planner working in Champaign, Illinois with 1 year of industry experience. Schluter is an advisor for Cozad Asset Management Inc. The advisor has gained experience at Cozad Asset Management, Inc, Vision Fitness, Dick'S Sporting Goods, St. Joseph Ogden High School, Millikin University and University Of Illinois. Schluter is approved to operate in Illinois. Cozad Asset Management Inc is a financial advisory firm operating out of Champaign, IL. It oversees $2 billion in assets between its 3,074 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 3,074 accounts, 45% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Cozad Asset Management Inc offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on the type of services provided. Fee types billed by Cozad Asset Management Inc likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cozad Asset Management Inc Brokerage Details
$1,638,409,871
25
3,074
$532,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brent Schluter Work History
Brent has been registered as a financial advisor for 1 years.*
Cozad Asset Management, Inc
Vision Fitness
University Of Illinois
Dick'S Sporting Goods
Millikin University
Cozad Asset Management, Inc
St. Joseph Ogden High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Schluter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cozad Asset Management Inc
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
