TM
Trenton S. Meacham
COZAD ASSET MANAGEMENT
Champaign, IL 61821-7005
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CRD#: 6105445
TM
Professional summary
Trenton S. Meacham, who also goes by Trenton Seymour Meacham, Trenton Meacham, is a registered financial advisor currently at COZAD ASSET MANAGEMENT INC located in Champaign, Illinois.
Trenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Trenton has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trenton Seymour Meacham | Trenton Meacham
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) Realtor with eXp Realty, LLC, 301 N Neil St Ste 338, Champaign, IL 61820; Realtor, Start Date 6/2024; Not Investment Related; 24 hours per week; 12 hours per week during trading hours; Commissions. 2) Rector Solar and Roofing; 1069 CR 900 E, Champaign, IL 61822; Solar Sales as Independent Contractor; Start Date 4/2023; Not Investment Related; 12 hours per week; 12 hours per week during trading hours; Commissions. 3) Porter Athletics; 2808 Gemini Court, Champaign, IL 61822; Ambassador for Athletic Equipment Manufacturer; Start Date 9/2023; Not Investment Related; 1 hours per week; 1 hours per week during trading hours; Commissions. 4) Trent Meacham Coaching;1606 Waterford Pl, Champaign, IL 61821; Speaker and Basketball Camps/Training; Start Date: 7/2012; Not Investment Related; 1 hours per month; 1 hours per month during trading hours. 5) Big Ten Network; 600 W. Chicago Ave., Chicago, IL 60654; Broadcaster; Not Investment Related; 20 hours per week during college basketball season; 20 hours per week during trading hours during college basketball season. 6) Investment Real Estate; One property in Champaign, IL; Not Investment Related; 2 hours per week, 0 hours per week during trading hours. 7) Licensed Insurance Professional; 1/1/21; Fixed Insurance Products; Not Investment Related; 1 hour per month; 1 hour per month during business hours; No Additional Compensation
CRS (Client Relationship Summary) - RIA
Click below to view Trenton S. 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
September 21, 2022 - Present
COZAD ASSET MANAGEMENT INC
Office #1: 2501 Galen Drive, Champaign, IL 61821-7005RIA
CRD#: 104764
Champaign, IL
Past
July 22, 2021 - September 19, 2022
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
CHAMPAIGN, IL
Past
November 22, 2019 - October 11, 2021
COZAD ASSET MANAGEMENT INC
RIA
CRD#: 104764
CHAMPAIGN, IL
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
Illinois(9/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/22/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COZAD ASSET MANAGEMENT INC
CRD#: 104764Champaign, IL 61821-7005TRUST BUT VERIFY
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