Brett Anderson

Brett Anderson is an Investment Advisor and Portfolio Manager at Cozad Asset Management Inc., based in Champaign, Illinois. He specializes in providing investment management, financial planning, and tax preparation services, focusing on helping clients achieve their financial objectives through customized portfolio strategies. Anderson is responsible for managing Cozad’s Enhanced Index Strategy ETF portfolios, which indicates a particular expertise in exchange-traded funds and index-based investment approaches.

His career at Cozad Asset Management Inc. began in 2014 as a Senior Accountant and Financial Advisor, leveraging his background in accounting and finance to serve individual and institutional investors. Prior to joining Cozad, Anderson worked as a consultant with Protiviti, further broadening his financial industry experience. He regularly provides expert insights on asset allocation and market volatility as one of the firm's featured speakers.

Brett Anderson graduated with Bronze Tablet honors from the University of Illinois, earning dual Bachelor’s degrees in Accountancy and Finance, and holds both the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. His areas of expertise include equity and ETF strategies, comprehensive financial planning, and tax-efficient portfolio management, supporting clients with holistic wealth management solutions. Anderson’s rigorous educational background and professional certifications reflect his commitment to excellence and client-centered service in the investment industry.