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Anne Joelle Storsved

Cozad Asset Management Inc.

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About Anne Joelle Storsved

Anne Joelle Storsved is a financial advisor with Cozad Asset Management Inc., located in Champaign, IL. Anne Storsved has been in the industry since 1998. Anne holds the Series 7, Series 66, and SIE licenses. Anne also holds the CFP and CFA designations. She has experience providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Anne Storsved is currently registered with Cozad Asset Management Inc.. Cozad Asset Management Inc. is an investment advisor headquartered in CHAMPAIGN, IL with approximately $1.92 billion in regulatory assets under management. They advise individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They do not offer market timing, publication of periodicals, or educational seminars.
Cozad Asset Management Inc.

2501 GALEN DRIVE

CHAMPAIGN, IL 61821-7005

$1.92B

Assets Under Management

5

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anne Storsved’s Registration & Firm History

IL

09/30/2022 - Present

Cozad Asset Management Inc. (CHAMPAIGN IL)

IL

09/01/2009 - 10/14/2021

M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)

IL

12/05/2000 - 09/04/2009

FSC SECURITIES CORPORATION (CHAMPAIGN IL)

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Licenses & Designations

BOTH

Issued 02/02/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anne Joelle Storsved.
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