COZAD ASSET MANAGEMENT INC
Champaign, IL
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
217-356-8363
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IL, CHAMPAIGN
9 advisers found
RUEDI WEALTH MANAGEMENT, INC.
Champaign, IL
AUM
$498.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
217-356-1400
STERLING WEALTH MANAGEMENT, INC.
Champaign, IL
AUM
$494.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
217-398-1900
LESTER FINANCIAL GROUP, LLC
Champaign, IL
AUM
$398.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
217-356-6533
HOLDER WEALTH MANAGEMENT
Champaign, IL
AUM
$284.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
217-398-4015
TENET WEALTH PARTNERS, LLC
Champaign, IL
AUM
$246.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
217-281-4250
W.K. COOPER II ASSET MANAGEMENT CORPORATION
Champaign, IL
AUM
$100.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
217-356-2575
CLINE FINANCIAL CONCEPTS, LLC
Champaign, IL
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(217) 607-0251
LIFEWISE WEALTH ADVISORS
Champaign, IL
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
217 351 8755