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Tanner Dallas

Black Knight Wealth Management, LLC

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About Tanner Dallas

Tanner Dallas is an investment advisor representative with Black Knight Wealth Management, LLC, specializing in financial planning and portfolio management for individuals. Tanner is registered with the state of Missouri and holds the Series 63, 65 and SIE licenses. Tanner also has experience with Primerica Financial Services, PFS Investments Inc., New York Life Insurance Company and NYLife Securities LLC. Prior to entering the financial industry, Tanner worked in the restaurant and fitness industries.

Firm Information

Tanner Dallas 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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

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

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percentage of assets

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

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Tanner Dallas’s Registration & Firm History

TX

07/08/2024 - Present

Black Knight Wealth Management, LLC (FRISCO TX)

MO

08/22/2023 - 07/03/2024

NYLIFE SECURITIES LLC (CREVE COEUR MO)

MO

06/05/2023 - 07/14/2023

PFS INVESTMENTS INC. (KIRKWOOD MO)

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Licenses & Designations

IA

Issued 10/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/05/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tanner Dallas.
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