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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gardner is a registered investment advisor with Cozad Asset Management Inc. Steven has over 10 years of experience in the financial services industry and holds Series 7 and 66 licenses as well as the SIE. Steven is a Certified Financial Planner and has been providing investment advice to individuals and institutions for over a decade. Steven's areas of expertise include financial planning, portfolio management, and retirement planning. Steven has also worked for M Holdings Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
01/28/2011 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
IL
01/12/2011 - 10/14/2021
M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)
IL
09/16/2008 - 12/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMPAIGN IL)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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