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

Cortney Cost
Wealth Advisor & Chief Compliance Officer
Kraft Asset Management LLC
United States, Tennessee, Nashville
About Me
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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