MM
Malissa M. Mcnanna
BLACK KNIGHT WEALTH MANAGEMENT
Hot Springs, AR
Some features on this profile are disabled
CRD#: 6784730
MM
Professional summary
Malissa Marie Mcnanna, who also goes by Malissa Marie Jackson, Mallisa Marie Mcnanna, Malissa Marie Slaughter, Malissa Marie Woodall, is a registered financial advisor currently at BLACK KNIGHT WEALTH MANAGEMENT, LLC located in Hot Springs, Arkansas.
Malissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Malissa has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Malissa Marie Jackson | Mallisa Marie Mcnanna | Malissa Marie Slaughter | Malissa Marie Woodall
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
05/2015 Vision Advisors, Inc.: non-investment related; Marketer; 40 hours per week during trading hours; recruit agents, conduct product training, and provide case design, illustrations and sales support for annuity and life insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Malissa Marie Mcnanna's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 4, 2023 - Present
BLACK KNIGHT WEALTH MANAGEMENT, LLC
RIA
CRD#: 305515
Hot Springs, AR
Past
May 12, 2021 - December 31, 2021
OPTIVISE ADVISORY SERVICES LLC
RIA
CRD#: 301764
Hot Springs, AR
Past
May 17, 2019 - December 31, 2020
OPTIVISE ADVISORY SERVICES LLC
RIA
CRD#: 301764
Hot Springs, AR
Past
May 8, 2017 - September 20, 2017
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
RIA
CRD#: 162143
Hot Springs, AR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(12/4/2023)
Current Firm
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Frisco, TX
Mailing Address
Phone number
(972) 786-6527
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 915 |
| AUM (Assets Under Management) | $ 239,952,261 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2025 | ||
| 08/19/2024 | ||
| 09/29/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
