Richard
Kagy
Black Knight Wealth Management, LLC
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About this Advisor
Richard Kagy is a financial advisor based in Frisco, Texas, working with Black Knight Wealth Management, LLC. Richard has previously held positions at Onpointe Advisory And Financial Services, LLC, Kagy Financial, High Street Asset Management, LLC, Foresight Investment Advisors, LLC, Optivise Advisory Services, Vision, and Black Knight Wealth Management, LLC. Richard has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Richard 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
Services Offered
Fee Structure
Office Location
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Black Knight Wealth Management, LLC Brokerage Details
$163,201,808
6
542
$301,110
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Kagy Work History
Vision
Black Knight Wealth Management, LLC
Optivise Advisory Services
Kagy Financial
Foresight Investment Advisors, LLC
Onpointe Advisory And Financial Services, LLC
High Street Asset Management, LLC
Disclosures
Please visit the SEC profile of Richard Kagy 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
State College, PA
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
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