Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Lee Kagy

Black Knight Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Lee Kagy

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.

Firm Information

Richard Kagy is currently registered with Black Knight Wealth Management, LLC. Black Knight Wealth Management, LLC is an investment advisor registered with the SEC and has offices in . The firm manages approximately $163,201,808 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning and portfolio management services.

$163.20M

Assets Under Management

207

Total Clients

6

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.

check

financial planning services

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Kagy’s Registration & Firm History

TX

12/14/2021 - Present

Black Knight Wealth Management, LLC (FRISCO TX)

Not sure if Richard Lee Kagy is right for you?

Licenses & Designations

IA

Issued 05/05/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Lee Kagy.
Not sure if Richard Lee Kagy is right for you?