Richard Flohr CFP®

Wealth Advisor


Richard Flohr is a wealth advisor with Kraft Asset Management, LLC (KAM). His primary responsibilities include investment plan development; portfolio design, implementation and management; new client development; and serving as KAM’s chief compliance officer. Additionally, Richard serves in KAM’s affiliated insurance agency, Kraft Financial Services, LLC, where he advises clients on long-term care, disability and life insurance needs.

Richard previously worked with our affiliate, KraftCPAs, where he assisted with development of comprehensive financial and estate plans.

Certifications

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

Professional and Community Service

Estate Planning Council of Middle Tennessee, Member
Financial Planning Association, Member
Leadership Brentwood (TN), Member of the Class of 2011

Education

B.A., Geology and Psychology, University of Tennessee, Knoxville
MBA, Finance, Middle Tennessee State University