Kaitlin Anne Buerkett
Investment adviser representative at Cozad Asset Management Inc
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Cozad Asset Management IncSep 2019 to now
- M Holdings Securities, Inc.Sep 2019 to Sep 2021
- Bank of America CorporationFeb 2014 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Cozad Asset Management Inc
$2.6BAssets managed
2,178Clients
20Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7174041
- Firm CRD
- 104764