Cozad Asset Management

At Cozad Asset Management, we pride ourselves on being a trusted partner for individuals and businesses seeking comprehensive financial services. For almost half a century, our team-based approach has been designed to address all financial needs, providing our clients with a sense of security and confidence in their financial future.

Our History

Our story began in 1972 when V. Dale Cozad founded Cozad Asset Management, Inc. with a vision to serve clients more broadly and effectively. Over the years, we have grown and evolved, building a team of experienced and emerging Certified Financial Planners, CPAs, and other financial professionals. Today, we are proud to have a unique makeup of talented individuals who are dedicated to providing a full range of financial services to our clients.

Our Services

We offer a comprehensive suite of financial services, including investment management, financial planning, insurance solutions, and tax services. Our experienced team is capable of providing personalized solutions tailored to meet the unique needs of each client. Whether you're an individual or a business, we are committed to helping you achieve your financial goals and aspirations.

Our Team

Our team consists of over 22 financial professionals with an average of 20+ years of experience, including 11 CPAs, and 13 Certified Financial Planner practitioners. We have approximately $1.7 billion in assets under management, and our reach spans the U.S., serving clients in over 40 states. Our team is dedicated to building genuine, trusted, long-term relationships with our clients, and we are committed to providing exceptional service and expertise to help you achieve your financial goals.

Our Values

At Cozad Asset Management, we value long-standing relationships, both internally and amongst our clients. We believe in building trust, providing personalized service, and delivering exceptional results. Our team is dedicated to staying up-to-date with the latest industry trends and regulations, ensuring that our clients receive the best possible guidance and advice.