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Financial ADVSR advisor directory · SEC adviser records

Optivise Advisory Services LLC financial advisors

Every SEC-registered investment adviser representative at Optivise Advisory Services LLC, by the state and city of the office they work from.

21 registered advisors work at Optivise Advisory Services LLC, in 8 states and 16 cities; the most are in Franklin, TN (6). 3 list the CFP designation and 1 are also registered broker representatives.

Search every Optivise Advisory Services LLC advisor by name →Who joined and left Optivise Advisory Services LLC →Optivise Advisory Services LLC: assets, clients and custodians →

Cities with the most Optivise Advisory Services LLC advisors

Franklin, TN 6Appleton, WI 1Arlington, TX 1Chattanooga, TN 1Gulf Breeze, FL 1Hampden, ME 1Hot Springs Village, AR 1Kingwood, TX 1Layayette, IN 1North Little Rock, AR 1Pine Island, MN 1San Antonio, TX 1Scotts Hill, TN 1Spring Hill, TN 1Spring Hill, FL 1Waco, TX 1

Optivise Advisory Services LLC advisors by state

Optivise Advisory Services LLC in Tennessee 9

Franklin 6Chattanooga 1Scotts Hill 1Spring Hill 1

Optivise Advisory Services LLC in Texas 4

Arlington 1Kingwood 1San Antonio 1Waco 1

Optivise Advisory Services LLC in Arkansas 2

Hot Springs Village 1North Little Rock 1

Optivise Advisory Services LLC in Florida 2

Gulf Breeze 1Spring Hill 1

Optivise Advisory Services LLC in Indiana 1

Layayette 1

Optivise Advisory Services LLC in Maine 1

Hampden 1

Optivise Advisory Services LLC in Minnesota 1

Pine Island 1

Optivise Advisory Services LLC in Wisconsin 1

Appleton 1

Questions

How many financial advisors does Optivise Advisory Services LLC have?

21 investment adviser representatives are registered with Optivise Advisory Services LLC, according to the SEC's Investment Adviser Public Disclosure records, in 8 states and 16 cities. 3 list the CFP designation and 1 are also registered as broker representatives.

Where does Optivise Advisory Services LLC have the most advisors?

Franklin, TN, with 6 registered advisors, then Appleton, WI (1). By state, Tennessee has the most, with 9.

How do I find a Optivise Advisory Services LLC financial advisor near me?

Pick your state below, then your city, to see every Optivise Advisory Services LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Optivise Advisory Services LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →