Malissa
Mcnanna

Black Knight Wealth Management, LLC

CRD#6784730
Investment Advisor
in Frisco, TX

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About this Advisor

Malissa Mcnanna is a financial advisor based in Frisco, Texas, working with Black Knight Wealth Management, LLC. Malissa has previously held positions at Crye-Leike Realtors, Vision Advisors, Inc, Onpointe Advisory And Financial Services LLC, Optivise Advisory Services, LLC, and Black Knight Wealth Management, LLC. Malissa has passed the Series 65 regulatory exam and is registered to provide services in Arkansas. Currently, Malissa is part of Black Knight Wealth Management, LLC, which operates out of Frisco, Texas. The firm has 1 office and 6 employees. The firm manages assets totaling $163.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Black Knight Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Frisco, TX

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Black Knight Wealth Management, LLC Brokerage Details

Total Assets Under Management

$163,201,808

Total Number of Employees

6

Total Number of Accounts

542

Average Account Size

$301,110

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Malissa Mcnanna Work History

2023 - Present (1 year)

Black Knight Wealth Management, LLC

2015 - Present (9 years)

Vision Advisors, Inc

2019 - 2021 (2 years)

Optivise Advisory Services, LLC

2017 - 2017 (< 1 year)

Onpointe Advisory And Financial Services LLC

2014 - 2015 (1 year)

Crye-Leike Realtors

Disclosures

Please visit the SEC profile of Malissa Mcnanna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Black Knight Wealth Management, LLC

Carl Kielbasa
State College, PA
Malissa Mcnanna
Frisco, TX
Jonathan Melehan
Frisco, TX
Richard Kagy
Frisco, TX
Christopher Corjay
Frisco, TX
Dennis Berry
Frisco, TX
Michael Christians
Frisco, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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