Optivise Advisory Services LLC

Firm record

As recorded in SEC IAPD

Firm CRD

301764

SEC number

801-115232

Firm type

RIA

Assets under management

$287.9M as of Mar 27, 2026

Website

www.linkedin.com/company/optivise-advisory-services ↗

Phone

855-378-1806

Address

109 Holiday Ct, Franklin, TN, 37067

Advisors at this firm

22 in our index · page 1 of 1

• Frank O AkridgeCRD 4242013 · Woodstock, GA
  IA Registered
  Disclosure event(s) on record
• Stacey Dean AndresCRD 6373652 · Spring Hill, TN
  IA Registered
  Disclosure event(s) on record
• Steven Anthony BassettoCRD 1752333 · Appleton, WI
  IA Registered
  Disclosure event(s) on record
• Craig Steven BlackCRD 5941489 · Franklin, TN
  IA Registered
• Cory Shane ColquetteCRD 5493744 · Chattanooga, TN
  IA Registered
• Cory Bruce CarltonCRD 7990196 · Spring Hill, TN
  IA Registered
• Rory Kyle DavisCRD 4261390 · Franklin, TN
  IA Registered
• Paul Allan DyerCRD 3131390 · Hampden, ME
  IA Registered
  Disclosure event(s) on record
• Terrance Samuel ElderCRD 1064873 · Kingwood, TX
  IA Registered
• Allen Parnell HargisCRD 4599491 · Hot Springs Village, AR
  IA Registered
• Sarah S JohnsonCRD 7624411 · Pine Island, MN
  IA RegisteredRegistration inactive
• Kyle R LewieCRD 2403425 · Waco, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kevin Dean MossCRD 5142828 · Arlington, TX
  IA Registered
• Margaret Thamer MayerCRD 6579888 · Alpheratta, GA
  IA Registered
• Britton Nathanial OuelletteCRD 5839710 · San Antonio, TX
  IA Registered
• Gary Paul RobertsonCRD 1641840 · North Little Rock, AR
  IA Registered
• Jennifer Megan SchererCRD 6001463 · Spring Hill, FL
  IA RegisteredRegistration inactive
• James Ray SkillingsCRD 4641606 · Fayetteville, AR
  IA RegisteredBroker
• James Alan SchumakerCRD 6829407 · Layayette, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Judith Darlene TuckerCRD 2914740 · Scotts Hill, TN
  IA RegisteredRegistration inactive
• Michael Ray WallinCRD 4264135 · Franklin, TN
  IA Registered
• Brett WrightCRD 7693420 · Franklin, TN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.