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Cortney Cost

Wealth Advisor & Chief Compliance Officer

Kraft Asset Management LLC

United States, Tennessee, Nashville

About Me

Cortney Cost is a wealth advisor with Kraft Asset Management, LLC (KAM), where she helps clients set and reach their financial goals. She provides advanced financial planning to address retirement, estate, and tax considerations, and uses that information for investment plan development, portfolio design, and the implementation and management of client portfolios. As KAM’s chief compliance officer, Cortney is responsible for overseeing and managing company policies, procedures, products, services, and marketing materials to ensure compliance with regulatory requirements. Cortney has more than 20 years of experience in financial services. Before joining KAM, she served for three years as a

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Profile Information

Wealth Advisor & Chief Compliance Officer

Kraft Asset Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Nashville

Tennessee

United States

Oct 11, 2024

Work Experience

Kraft Asset Management LLC

Wealth Advisor & Chief Compliance Officer
Jan 2021 - Present
Email: cortney@kraftasset.com

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