Emily
Cozad

Buckingham Financial Group, Inc

CRD#7336049
Investment Advisor
in Dayton, OH

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About this Advisor

Emily Cozad is a financial advisor based in Dayton, Ohio with 2 years of relevant experience. Cozad is an advisor for Buckingham Financial Group, Inc. Their career trajectory has included roles at Buckingham & Company, Wright State University, Culvers, Wright Patterson Air Force Base B and Hardin-Houston Local Schools. Cozad maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Ohio. Buckingham Financial Group, Inc is a financial advisory company based in Dayton, OH. It has offices in three locations and a total of 13 financial advisors. The business offers a few services, including financial planning services and educational seminars. Financial management fees typically vary depending on which service is offered. However, fee types billed by Buckingham Financial Group, Inc may include some combination of hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Educational seminars/workshops

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

6856 Loop Rd.
Dayton, OH 45459

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Buckingham Financial Group, Inc Brokerage Details

Total Number of Employees

13

OH Average: 34

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops

Emily Cozad Work History

Emily has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Buckingham & Company

2018 - 2019 (1 year)

Buckingham & Company

2018 - 2018 (< 1 year)

Wright Patterson Air Force Base B

2016 - 2019 (3 years)

Wright State University

2014 - 2018 (4 years)

Culvers

2011 - 2014 (3 years)

Hardin-Houston Local Schools

*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 Emily Cozad 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 Buckingham Financial Group, Inc

Lance Steiner
Dayton, OH
Sean Martin
Dayton, OH
Melissa Mueller
Dayton, OH
Nicole Strbich
Dayton, OH
Michael Hays
Dayton, OH
Christina Israel
Dayton, OH
Emily Cozad
Dayton, OH
Bradley Griffith
Dayton, OH

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.

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