Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Buerkett is a financial advisor at Cozad Asset Management Inc. in Champaign, Illinois. Kaitlin has been in the industry since September 2019. Kaitlin is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses.
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
03/09/2024 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
IL
11/25/2019 - 10/14/2021
M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)
BOTH
Issued 02/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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