Kaitlin
Buerkett
Cozad Asset Management Inc
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About this Advisor
Kaitlin Buerkett is a certified financial planner operating in Champaign, Illinois with a total of 3 years of relevant experience. Buerkett currently works for Cozad Asset Management Inc. The advisor has gained experience at M Holdings Securities, Inc, Cozad Asset Management, Bank Of America Corporation and Kpmg Llp. Buerkett maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Cozad Asset Management Inc is a financial advisory company that has its headquarters in Champaign, IL. It manages $2 billion in total assets between its 3,074 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 3,074 client accounts, 45% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Cozad Asset Management Inc most likely include 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
Kaitlin Buerkett Work History
Kaitlin has been registered as a financial advisor for 3 years.*
Cozad Asset Management
M Holdings Securities, Inc
Bank Of America Corporation
Kpmg Llp
*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 Kaitlin Buerkett 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.
