Richard Lee Kagy
Investment Adviser Representative at Black Knight Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Lee Kagy is an investment adviser representative with Black Knight Wealth Management, LLC in Overland Park, KS, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 6 firms, including Optivise Advisory Services LLC and Foresight Investment Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kansas.
Registrations & licenses
- Investment adviser:
- Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- KAGY FinancialSep 2006 – no end date reportedOverland Park, KS
- Onpointe Advisory AND Financial Services, LLCApr 2015 – Aug 2018Petaluma, CA
- Foresight Investment Advisors, LLCAug 2018 – Jan 2020Overland Park, KS
- Optivise Advisory ServicesJan 2020 – no end date reportedFranklin, TX
- VisionJul 2021 – no end date reportedHot springs, AR
- Black Knight Wealth Management, LLCJul 2021 – no end date reportedFrisco, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Black Knight Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Overland Park, KS
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Lee Kagy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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