Unclaimed Profile

Cortney Ann Cost

KRAFT ASSET MANAGEMENT, LLC·NASHVILLE, Tennessee

Series 7, Series 65Clean record12 years registeredKRAFT ASSET MANAGEMENT, LLC

555 GREAT CIRCLE ROAD, NASHVILLE, TN 37228CRD# 4573767Firm CRD# 119139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cortney Ann Cost · NASHVILLE, TN

Registration

CRD #4573767 · KRAFT ASSET MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

BAKER TILLY WEALTH MANAGEMENT, LLC

Aug 2025 – present

KRAFT ASSET MANAGEMENT, LLC

Mar 2014 – Aug 2025

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · March 25, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KRAFT ASSET MANAGEMENT, LLC

CRD 119139 · SEC 801-66686

AUM

$400M

Regulatory assets under management

Employees

594 client accounts

Services offered by KRAFT ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KRAFT ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Cortney Ann Cost offer?

Cortney Ann Cost specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Cortney Ann Cost's credentials?

Cortney Ann Cost is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cortney Ann Cost located?

Cortney Ann Cost is based in NASHVILLE, Tennessee, working with KRAFT ASSET MANAGEMENT, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Cortney Ann Cost charge for services?

Cortney Ann Cost's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KRAFT ASSET MANAGEMENT, LLC?

KRAFT ASSET MANAGEMENT, LLC has approximately 6 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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