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Richard Robert Krafcik

Cobblestone Asset Management

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About Richard Robert Krafcik

Richard Krafcik is a financial advisor with over 17 years of experience in the industry. Richard is registered as an investment advisor representative in Texas and Virginia, and is a registered representative in 18 states. Richard holds a Series 6, 7, 24, 63 and 65 licenses. Richard is currently affiliated with Cobblestone Asset Management. Richard’s primary focus is providing financial planning and portfolio management services to high-net-worth individuals and corporations. Prior to joining Cobblestone Asset Management, Richard was affiliated with Stack Financial Group and ING Financial Partners.

Firm Information

Richard Krafcik is currently registered with Cobblestone Asset Management. Cobblestone Asset Management is an investment advisor based in Richmond, VA. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They manage approximately $180,834,039 in assets, primarily for individuals and high-net-worth individuals. Cobblestone Asset Management also participates in wrap fee programs.
Cobblestone Asset Management

9011 ARBORETUM PARKWAY

RICHMOND, VA 23236

$180.83M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Krafcik’s Registration & Firm History

VA

07/14/2023 - Present

Cobblestone Asset Management (RICHMOND VA)

VA

09/09/2011 - 11/07/2017

NATIONAL PLANNING CORPORATION (RICHMOND VA)

VA

01/22/2007 - 09/14/2011

ING FINANCIAL PARTNERS, INC. (RICHMOND VA)

IL

08/15/2005 - 12/31/2005

MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)

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Licenses & Designations

IA

Issued 04/03/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/12/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Robert Krafcik.
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