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Richard Lee Kagy

Black Knight Wealth Management, LLC

Overland Park, KS

Frisco, TX

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Current Employers
Black Knight Wealth Management, Llc

Frisco, TX • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-01-27
  • KS RA
    APPROVED
    Since 2025-01-27

Branch Locations

Overland Park, KS • United States

Frisco, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kagy Financial Overland Park KS 09/2006 Present
Onpointe Advisory And Financial Services, Llc Petaluma CA 04/2015 08/2018
Foresight Investment Advisors, Llc Overland Park KS 08/2018 01/2020
Optivise Advisory Services Franklin TX 01/2020 Present
Vision Hot Springs AR 07/2021 Present
Black Knight Wealth Management, Llc Frisco TX 07/2021 Present
  • 09/2006 → Present
    Kagy Financial
    Overland Park, KS
  • 04/2015 → 08/2018
    Onpointe Advisory And Financial Services, Llc
    Petaluma, CA
  • 08/2018 → 01/2020
    Foresight Investment Advisors, Llc
    Overland Park, KS
  • 01/2020 → Present
    Optivise Advisory Services
    Franklin, TX
  • 07/2021 → Present
    Vision
    Hot Springs, AR
  • 07/2021 → Present
    Black Knight Wealth Management, Llc
    Frisco, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-05
  • S65 Uniform Investment Adviser Law Examination
    2010-05-05

View on SEC IAPD

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