OPTIVISE ADVISORY SERVICES LLC of FRANKLIN, TN is an SEC-registered investment adviser (CRD 301764). Regulatory assets under management: $287.9M.
Compensation: % of AUM, Hourly, Fixed, Subscription.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Ray Wallin | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Cory Shane Colquette | MEMBER | — |
| Allen Parnell Hargis | MEMBER | — |
| HARGIS ALLEN PARNELL | MEMBER | — |
| WALLIN MICHAEL RAY | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Geick Rachel | MEMBER | — |
| COLQUETTE CORY SHANE | MEMBER | — |
Showing 15 of 21 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| SPRING HILL | FL | 2 | 352-688-4990 |
| FRANKLIN | TN | 2 | 615-357-8865 |
| — | — | 1 | 318-792-8824 |
| CHATTANOOGA | TN | 1 | (423) 702-4052 |
| — | — | 1 | 615-430-9209 |
| HUMBLE | TX | 1 | 281-445-4826 |
| APPLETON | WI | 1 | 920-740-4767 |
| BRENTWOOD | TN | 1 | 615-975-8677 |
| PINE ISLAND | MN | 1 | 507-455-0936 |
| FAIRVIEW | TN | 1 | 615-469-0329 |
| COLUMBIA | TN | 1 | 931-388-6116 |
| HOT SPRINGS VILLAGE | AR | 1 | 5015386300 |
| MAUMELLE | AR | 1 | (501) 753-6670 |
| LAFAYETTE | IN | 1 | 765-838-1813 |
| — | — | 1 | 214-673-3556 |