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Regan Ann Frazier

Cozad Asset Management Inc.

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About Regan Ann Frazier

Regan Frazier is an Investment Advisor Representative associated with Cozad Asset Management Inc. Regan has a Certified Financial Planner designation. Regan has been in the financial services industry since June 2011. The firm offers a variety of services including financial planning, portfolio management for individuals and businesses, and pension consulting. The firm has regulatory assets under management of over 1.9 billion dollars.

Firm Information

Regan Frazier 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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Regan Frazier’s Registration & Firm History

IL

02/23/2023 - Present

Cozad Asset Management Inc. (CHAMPAIGN IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Regan Ann Frazier.
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