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 an associate client consultant at an investment management firm in Columbus, Ohio, where she supported three client consultants with $3 billion in assets under management.

Certifications

CERTIFIED FINANCIAL PLANNER™ Professional
Financial Industry Regulatory Authority (FINRA) Series 65 License
Life, Accident, and Health Insurance Licenses, Tennessee

Previous Certifications
Financial Industry Regulatory Authority (FINRA) Series 7 License
Investment Industry Regulatory Organization of Canada (IIROC) CSC Certification

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Involvement

Saving Cheatham County Animals Mission Pawsible (SCAMP)
The Land Trust for Tennessee
Financial Planning Association

Previous Involvement
Second Harvest Food Bank of Middle Tennessee

Education

BS in Business and Economics, Magna Cum Laude, University of Kentucky