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Raymond Lee Heinrich

Cozad Asset Management Inc.

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About Raymond Lee Heinrich

Raymond Heinrich is a financial advisor with over 40 years of experience in the industry. Raymond is currently registered with Cozad Asset Management Inc. in Champaign, IL. Raymond is also an independent insurance agent and has been since 1968. Raymond has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Raymond offers a variety of financial services, including financial planning, portfolio management, and pension consulting.

Firm Information

Raymond Heinrich 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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Raymond Heinrich’s Registration & Firm History

IL

01/06/2025 - Present

Cozad Asset Management Inc. (CHAMPAIGN IL)

IL

12/07/1990 - 09/04/2009

FSC SECURITIES CORPORATION (CHAMPAIGN IL)

NA

01/18/1982 - 12/07/1990

COZAD INVESTMENT SERVICES, INC.

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Licenses & Designations

IA

Issued 07/31/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Raymond Lee Heinrich. Review regulatory record here.
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