Unclaimed
Trenton S. Meacham is an Investment Adviser Representative with Cozad Asset Management Inc. Trenton has been in the financial services industry since 2019 and is currently registered with the state of Illinois. Trenton has obtained their Series 63, Series 65, Series 6TO and SIE licenses. Trenton holds a Bachelor's degree in Management with a minor in Marketing.
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.
1
2
IL
09/21/2022 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
IL
07/22/2021 - 09/19/2022
M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Trenton Meacham is the right advisor for you? Invested Better is here to help.