DK
Dae-woung Kang
COZAD ASSET MANAGEMENT
Champaign, IL 61821-7005
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CRD#: 7464979
DK
Professional summary
Dae-woung Kang, who also goes by Dae Kang, is a registered financial advisor currently at COZAD ASSET MANAGEMENT INC located in Champaign, Illinois.
Dae-woung is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dae-woung has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dae Kang
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; 11/2021; Enrolled Agent/Accountant; Tax preparation and consulting; Not investment related; 80 hours/month during business hours; percentage of fees billed received. 2) Champaign County CASA; 301 S Vine St, Urbana, IL 61801; Board Treasurer; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No compensation. 3) Salt and Light; 1819 Philo Rd, Urbana, IL 61802; Board Member; Not Investment Related; 1 hour/month; 0 hours/month during business hours; No compensation. 4) Covenant Fellowship Church; 202 W Illinois St, Urbana, IL 61801; Head of Finance Committee; Not Investment Related; 4 hours/month; 0 hours/month during business hours. No compensation.
CRS (Client Relationship Summary) - RIA
Click below to view Dae-woung Kang'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
December 20, 2021 - Present
COZAD ASSET MANAGEMENT INC
Office #1: 2501 Galen Drive, Champaign, IL 61821-7005RIA
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(12/20/2021)
IAR
Texas(8/18/2022)
Current Firm
CA
COZAD ASSET MANAGEMENT INC
COZAD ASSET MANAGEMENT INC | ILLINI WEALTH
CRD#: 104764 / SEC#: 801-18060
RIA
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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
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.
