Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Schluter is a Certified Financial Planner™ professional with Cozad Asset Management Inc. Brent has been in the financial services industry since August 2019 and has experience working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Brent offers a range of services including financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. Brent has a background in accounting and tax preparation, which gives him a unique perspective on financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
12/15/2022 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
Active
Inactive
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