Richard Lee Kagy
Investment adviser representative at Black Knight Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$539.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Black Knight Wealth Management, LLCJul 2021 to now
- VisionJul 2021 to now
- Optivise Advisory ServicesJan 2020 to now
- Kagy FinancialSep 2006 to now
- Foresight Investment Advisors, LLCAug 2018 to Jan 2020
- Onpointe Advisory and Financial Services, LLCApr 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (KS).
Black Knight Wealth Management, LLC
$539.2MAssets managed
444Clients
14Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6025710
- Firm CRD
- 305515