Advisor at Black Knight Wealth Management, LLC
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Firm
Black Knight Wealth Management, LLC
Location
St. Charles, MO 63301
Credentials
Series 63, Series 65
Industry experience
2 years
Tanner Dallas is a financial advisor at Black Knight Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Modern Wealth Solutions, Eagle Strategies LLC, New York Life Insurance Company, NYLife Securities LLC, PFS Investments Inc., and Primerica Financial Services. Outside of finance, he has ownership interests in several non-investment businesses, including pizza restaurants and fitness franchises. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis with modern portfolio theory to manage diversified investment portfolios tailored to client needs.
Based on Black Knight Wealth Management, LLC
Based on Black Knight Wealth Management, LLC
Financial planning fixed fees up to $10,000, negotiable.
$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Some supervised persons accept commissions for sale of insurance and securities products; disclosed conflicts of interest.
Up to $350 per hour for financial planning services, negotiable.
Fee-only: Asset-based fees negotiable; typical fee tiers as listed above.
105 N. Main Street
St. Charles, MO 63301
Missouri
Black Knight Wealth Management, LLC
2024 - Present (2 years)
Modern Wealth Solutions
2024 - 2024 (1 year)
Eagle Strategies (NY Life)
2023 - 2024 (1 year)
New York Life Insurance Company
2023 - 2024 (1 year)
NYLife Securities LLC
2023 - 2024 (1 year)
Primerica Advisors
2023 - 2023 (1 year)
Primerica Financial Services
2023 - 2023 (1 year)
Crooked Feathers STC 3, LLC
2021 - Present (5 years)
The Hunter Ross Group, LLC
2018 - 2023 (5 years)
Missouri Baptist University
2014 - 2018 (4 years)
All Star Performance
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
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