Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Casper is an investment advisor representative with Cozad Asset Management Inc. Donald has been in the industry since 1982. Donald has a Series 63, 65, 7, and 24. Donald has a current active IA registration in Florida, Illinois, and Texas. Donald has experience with M Holdings Securities, Inc. and FSC Securities Corporation. Donald has worked with clients including individuals, charitable organizations, pension and profit sharing plans, and corporations. Donald offers portfolio management for individuals and businesses, financial planning, and selection of other advisers.
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.
1
2
IL
06/10/2024 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
OR
09/01/2009 - 10/13/2021
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IL
12/07/1990 - 09/04/2009
FSC SECURITIES CORPORATION (CHAMPAIGN IL)
NA
06/28/1982 - 12/07/1990
COZAD INVESTMENT SERVICES, INC.
IA
Issued 12/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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