SM
Stuart T. Meacham
COZAD ASSET MANAGEMENT
CHAMPAIGN, IL 61821
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CRD#: 1094785
SM
Professional summary
Stuart Thomas Meacham is a registered financial advisor currently at COZAD ASSET MANAGEMENT INC located in Champaign, Illinois.
Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Stuart has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) MANAGED TAX SERVICES, LLC; 2501 GALEN DRIVE CHAMPAIGN IL 61821; 7/1/98; CPA/ACCOUNTANT; TAX PREPARATION SERVICES; NOT INVESTMENT RELATED; 6 HOURS/MONTH; 2 HOURS/MONTH DURING BUSINESS HOURS; NO ADDITIONAL COMPENSATION RECEIVED. (2) LICENSED INSURANCE PROFESSIONAL; 7/1/98; FIXED INSURANCE PRODUCTS; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; NO COMPENSATION. (3) CU CHRISTIAN CHURCH; 1612 ENGLISH OAK DRIVE, CHAMPAIGN, IL 61822; 4/24/2017; DIRECTOR; OVERSIGHT AND DIRECTION OF CHURCH; NOT INVESTMENT RELATED; 10-15 HOURS/MONTH, 2-3 DURING BUSINESS HOURS; NO FORM OF COMPENSATION. (4) SERVE CU; 1612 ENGLISH OAK DRIVE; 2/16/2018; DIRECTOR; CHARITABLE RELIGIOUS AND EDUCATIONAL SUPPORTING ORGANIZATION (IRC 509(A)(3)); NOT INVESTMENT RELATED; 1 HOUR/MONTH; 0 BUSINESS HOURS/MONTH; NO COMPENSATION. (5) COZAD ASSET MANAGEMENT, INC. PROFIT SHARING PLAN; 2501 GALEN DRIVE, CHAMPAIGN, IL 61821; 01/2000; TRUSTEE; OVERSEE COZAD RETIREMENT PLAN; INVESTMENT RELATED; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; NO COMPENSATION.
CRS (Client Relationship Summary) - RIA
Click below to view Stuart Thomas Meacham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 17, 1998 - Present
COZAD ASSET MANAGEMENT INC
Office #1: 2501 Galen Drive, Champaign, IL 61821RIA
CRD#: 104764
CHAMPAIGN, IL
Past
September 1, 2009 - October 14, 2021
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
CHAMPAIGN, IL
Past
August 18, 2005 - July 24, 2006
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
CHAMPAIGN, IL
Past
January 16, 2004 - December 31, 2008
PHYSICIAN ADVISORY RESOURCES,LLC
RIA
CRD#: 127963
CHAMPAIGN, IL
Past
March 13, 1997 - November 2, 2000
NATIONVEST CAPITAL, L.L.C.
BD
CRD#: 38609
CHAMPAIGN, IL
Past
November 21, 1990 - September 4, 2009
FSC SECURITIES CORPORATION
BD
CRD#: 7461
CHAMPAIGN, IL
Past
March 23, 1983 - November 26, 1990
COZAD INVESTMENT SERVICES, INC.
BD
CRD#: 10065
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
COZAD ASSET MANAGEMENT INC
COZAD ASSET MANAGEMENT INC | ILLINI WEALTH
CRD#: 104764 / SEC#: 801-18060
RIA
Registered Investment Advisory firm - (12/7/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/26/2022)
IAR
Illinois(2/17/1998)
IAR
Texas(5/8/2006)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CA
COZAD ASSET MANAGEMENT INC
COZAD ASSET MANAGEMENT INC | ILLINI WEALTH
CRD#: 104764 / SEC#: 801-18060
RIA
Registered Investment Advisory firm - (12/7/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2501 Galen Drive, Champaign, IL 61821-7005
Mailing Address
P. O. Box 3669, Champaign, IL 61826-3669
Phone number
(217) 356-8363
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,424 |
| AUM (Assets Under Management) | $ 2,240,693,977 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 07/26/2024 | ||
| 12/11/2023 |
Red Flags
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Company Information
COZAD ASSET MANAGEMENT INC
CRD#: 104764Champaign, IL 61821TRUST BUT VERIFY
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Contact information
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