Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Buerkett is a financial advisor with Cozad Asset Management Inc. located in Champaign, IL. William has been in the financial services industry since October 2014. William has held a Series 7, Series 9, Series 10, and Series 66 licenses, as well as the SIE exam. William has been with Cozad Asset Management Inc. since September 2020 and previously worked at UBS Financial Services Inc. William specializes in providing financial planning and investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Cozad Asset Management Inc. is a registered investment advisor with over $1 billion in assets under management.
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
06/04/2021 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
NC
10/07/2014 - 07/30/2019
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 12/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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