Unclaimed
Richard Kagy is an Investment Advisor Representative associated with Black Knight Wealth Management, LLC, which provides investment advisory services. Richard has been active in the financial industry for a significant period, having held multiple positions at various firms. Richard holds a Series 65 license and is currently registered with the state of Kansas as an Investment Advisor Representative. Richard has specialized in providing financial planning and portfolio management services to individuals. Black Knight Wealth Management, LLC manages assets for a combined total of 207 clients with total assets under management of $163,201,808.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
12/14/2021 - Present
Black Knight Wealth Management, LLC (FRISCO TX)
IA
Issued 05/05/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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