Cozad Asset Management
44yrs
Top advisor by experience in Champaign
44yrs
Donald Ralph Casper
Financial advisor at Cozad Asset Management
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Illinois
Office2501 Galen Drive, Champaign, IL 61821
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Cozad Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 1998 – nowCozad Asset Management Inc.Current firm
Questions to ask Donald
Tailored to Donald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Donald
How do I contact Donald?
Call Cozad Asset Management at 217-356-8363 and ask for Donald Ralph Casper. Donald works from the Champaign, IL office.
How long has Donald been a financial advisor?
Donald has been in the industry since 1982, about 44 years. Top 1% by experience in Illinois.
What licenses does Donald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Donald a fiduciary?
Donald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Donald paid?
Cozad Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Donald for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cozad Asset Management
44yrs
Top 1% by experience in Illinois
Wells Fargo Advisors
44yrs
Top 1% by experience in Illinois
Cozad Asset Management
44yrs
Top 1% by experience in Illinois
Cozad Asset Management
43yrs
Top 1% by experience in Illinois
Cozad Asset Management
43yrs
Top 1% by experience in Illinois