Richard Robert Krafcik

Current Employers

Employment History

• 11/2017 → Present
  Independent Financial Group
  Richmond, VA
• 01/2007 → Present
  Cobblestone Asset Management Llc
  Richmond, VA
• 12/2006 → 06/2019
  Stack Financial Group
  Richmond, VA

Previous Registrations

• 2011-09-09 → 2017-11-07
  National Planning Corporation
  Richmond, VA
• 2007-04-11 → 2011-09-14
  Voya Financial Advisors, Inc.
  Richmond, VA
  Richmond, VA

Other Businesses

(1) COBBLESTONE ASSET MANAGEMENT POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 190 START DATE: 06/01/2019 ADDRESS: 11449 Robious Road, Richmond VA 23235, United States DESCRIPTION: 100% OWNER OF COBBLESTONE ASSET MANAGEMENT OFFERING SECURITIES AND ADVISORY SERVICES SINCE 2019. INVESTMENT RELATED. 99% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) KRAFCIK ASSET MANAGEMENT & PLANNING (KAMP) POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 11449 Robious Road, Richmond VA 23235, United States DESCRIPTION: 100% OWNER OF KRAFCIK ASSET MANAGEMENT & PLANNING (KAMP) A BUSINESS ENTITY USED FOR TAX AND INVESTMENT PURPOSES. (3) RENTAL PROPERTY POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2012 ADDRESS: 11449 Robious Road, Richmond VA 23235, United States DESCRIPTION: OWNER OF RENTAL PROPERTY AS WELL AS BUY RENOVATE AND RESELL REAL ESTATE. INVESTMENT RELATED. 2% OF TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (4) PASSION COMMUNITY CHURCH POSITION: I'll be a member of the steering team. The steering team is PCC's terminology for their board. NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4480 Anderson Highway, Powhatan VA 23139, United States DESCRIPTION: I'll serve a 3-year term as a member of the steering team for the church. I have attended for over a decade and they have asked if I would be willing to serve in this role. There are monthly meetings, which are outside of business hours. (5) FC RICHMOND POSITION: I'll be a member of the Board of Directors. NATURE: Non-profit soccer organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 6/10/2024 ADDRESS: N/A DESCRIPTION: I'll attend board meetings and help formulate strategic vision for the organization. (6) RJI AND RJII INVESTMENTS LLC POSITION: LLC Member NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 601 27th Ave N, Nashville TN 37209, United States DESCRIPTION: Short Term Rental Property in Nashville, TN (7) COBBLESTONE PROPERTIES LLC POSITION: LLC Member NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2025 ADDRESS: 11449 Robious Road, Richmond VA 23235, United States DESCRIPTION: Cobblestone Properties LLC owns the building that Cobblestone Asset Management LLC uses for our business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-03
• S63 Uniform Securities Agent State Law Examination
  2005-08-19