William J. Buerkett
Professional summary
William James Buerkett, who also goes by Will James Buerkett, William J Buerkett, is a registered financial advisor currently at COZAD ASSET MANAGEMENT INC located in Champaign, Illinois.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William James Buerkett's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2021 - Present
COZAD ASSET MANAGEMENT INC
Office #1: 2501 Galen Drive, Champaign, IL 61821-7005December 9, 2014 - July 30, 2019
UBS FINANCIAL SERVICES INC.
October 7, 2014 - July 30, 2019
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
COZAD ASSET MANAGEMENT INC
CRD#: 104764 / SEC#: 801-18060
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2021)
Exams
Current Firm
COZAD ASSET MANAGEMENT INC
CRD#: 104764 / SEC#: 801-18060
Contact information
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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