Richard Kagy has been an investment adviser representative at Black Knight Wealth Management since January 2025, and is not listed among the firm’s executive officers or direct owners.
Black Knight Wealth Management, LLC is a firm with $539M under management, 444 clients and 10 advisers across 10 offices, as of its August 2026 filing.
Richard Kagy’s longest registration is the current one, 4 years at Black Knight Wealth Management since 2021. Before joining Black Knight Wealth Management in 2025, Richard Kagy was registered through Optivise Advisory Services LLC and Foresight Investment Advisors, LLC.
- – present · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 305515
- Optivise Advisory Services LLC– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 301764
- Foresight Investment Advisors, LLC– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 155800
- Center Street Advisors, Inc.– · under a yearOverland Park, KS · Adviser representative · Firm CRD 169329
- Onpointe Advisory and Financial Services, LLC– · 2 yearsOverland Park, KS · Adviser representative · Firm CRD 162143
- High Street Asset Management, LLC– · 3 yearsOverland Park, KS · Adviser representative · Firm CRD 154981
Investment adviser representative registrations
Richard Kagy is registered as an investment adviser representative in Kansas, since January 2025.
- KansasSince 27 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 May 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Richard Lee Kagy
- CRD
- 6025710
- Firm
- Black Knight Wealth Management · CRD 305515
- Office
- Overland Park, KS
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Richard Kagy work?
Richard Kagy is an investment adviser representative registered through Black Knight Wealth Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Richard Kagy a financial advisor?
Yes. Richard Kagy has a current investment-adviser registration in Kansas, through Black Knight Wealth Management since January 2025.
How many years of experience does Richard Kagy have?
Richard Kagy has 13 years in the financial industry, since January 2013, across 6 adviser firms.
What exams has Richard Kagy passed?
Richard Kagy passed the Series 65 in May 2010.
Where did Richard Kagy work before Black Knight Wealth Management?
Before Black Knight Wealth Management, Richard Kagy was registered through Optivise Advisory Services LLC, January 2020 to February 2021; Foresight Investment Advisors, LLC, August 2018 to February 2020; Center Street Advisors, Inc., November 2017 to September 2018; Onpointe Advisory and Financial Services, LLC, April 2015 to November 2017; High Street Asset Management, LLC, February 2012 to April 2015.
Where is Richard Kagy based?
Richard Kagy’s registered office is in Overland Park, KS.
Is Richard Kagy registered with FINRA?
No. Richard Kagy has no current broker registration.
How can I verify Richard Kagy’s record?
Search CRD 6025710 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Kagy’s full registration record.
