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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist41 years in industry

MARY FRANCES MCGRATH

Advisor at COZAD ASSET MANAGEMENT INC

CHAMPAIGN, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bc55d22-d2f8-6467-4431-c93af058c8b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jun 12, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mary Frances Mcgrath

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COZAD ASSET MANAGEMENT INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 28derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S63
First exam: Mar 19, 1985
First registration: Jun 12, 2001
Dual registered: no
Other names: MARY FRANCES EVENSONYAXLEY|MARY FRANCES EVENSON
IAPD individual key: 1336517

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COZAD ASSET MANAGEMENT INC	Independent wealth	Feb 17, 1998	n/a	yes	CHAMPAIGN, IL	Current employment
PHYSICIAN ADVISORY RESOURCES,LLC	n/a	Sep 24, 2003	Dec 31, 2008	no	CHAMPAIGN, IL	Previous registration
SIKICH COZAD ASSET MANAGEMENT LLC	n/a	Jun 12, 2001	Sep 1, 2009	no	CHAMPAIGN, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SIKICH COZAD ASSET MANAGEMENT LLC	PHYSICIAN ADVISORY RESOURCES,LLC	Sep 1, 2009	Sep 24, 2003	-2,169	Firm change after gap	Other
PHYSICIAN ADVISORY RESOURCES,LLC	n/a	Dec 31, 2008	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (3)

→ COZAD ASSET MANAGEMENT INCRegistered adviserregistration: current employment
Feb 17, 1998 to presentfactForm ADV
→ SIKICH COZAD ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 12, 2001 to Sep 1, 2009factForm ADV
→ PHYSICIAN ADVISORY RESOURCES,LLCRegistered adviserregistration: previous registration
Sep 24, 2003 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bc55d22-d2f8-6467-4431-c93af058c8b0
First observed: Jun 12, 2001
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARY FRANCES MCGRATH

Advisor at COZAD ASSET MANAGEMENT INC

CHAMPAIGN, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bc55d22-d2f8-6467-4431-c93af058c8b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:34 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

COZAD ASSET MANAGEMENT INC

Independent wealth

Feb 17, 1998

n/a

yes

CHAMPAIGN, IL

Current employment

PHYSICIAN ADVISORY RESOURCES,LLC

n/a

Sep 24, 2003

Dec 31, 2008

CHAMPAIGN, IL

Previous registration

SIKICH COZAD ASSET MANAGEMENT LLC

n/a

Jun 12, 2001

Sep 1, 2009

CHAMPAIGN, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SIKICH COZAD ASSET MANAGEMENT LLC

PHYSICIAN ADVISORY RESOURCES,LLC

Sep 1, 2009

Sep 24, 2003

-2,169

Firm change after gap

Other

PHYSICIAN ADVISORY RESOURCES,LLC

n/a

Dec 31, 2008

n/a

Departure no registered destination

Departure