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BS

Brent W. Schluter

COZAD ASSET MANAGEMENT
Champaign, IL 61821-7005
Some features on this profile are disabled
CRD#: 7171147
BS

Professional summary

Brent William Schluter, who also goes by Brent Schluter, is a registered financial advisor currently at COZAD ASSET MANAGEMENT INC located in Champaign, Illinois.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brent has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brent Schluter

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent William Schluter's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 15, 2022 - Present

COZAD ASSET MANAGEMENT INC

Office #1: 2501 Galen Drive, Champaign, IL 61821-7005
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
(12/15/2022)

Exams

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COZAD ASSET MANAGEMENT ADV PART 2A BROCHURE - MAY 2025 (5/22/2025)

Regulatory assets under management

Total Number of Accounts3,424
AUM (Assets Under Management)$ 2,240,693,977

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/23/2025
Cover Page
Report
07/26/2024
Cover Page
Report
12/11/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COZAD ASSET MANAGEMENT INC

CRD#: 104764Champaign, IL 61821-7005

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