linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peggy Johnson Schluter

Cozad Asset Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peggy? Claim Your Profile

About Peggy Johnson Schluter

Peggy Johnson Schluter is a registered Investment Advisor Representative with Cozad Asset Management Inc. in Champaign, Illinois. Peggy has been in the securities industry for over 30 years, working as an Investment Advisor Representative at Cozad Asset Management Inc. as well as other firms. Peggy holds Series 7, 55, 63 and SIE licenses, and has earned the Certified Financial Planner designation.

Firm Information

Peggy Schluter 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peggy Schluter’s Registration & Firm History

IL

09/29/1999 - Present

Cozad Asset Management Inc. (CHAMPAIGN IL)

IL

09/01/2009 - 10/14/2021

M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)

IL

10/18/1991 - 09/04/2009

FSC SECURITIES CORPORATION (CHAMPAIGN IL)

Not sure if Peggy Johnson Schluter is right for you?

Licenses & Designations

BC

Issued 11/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/16/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peggy Johnson Schluter.
Not sure if Peggy Johnson Schluter is right for you?