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Donald Anthony Wright

RETIREMENT SPECIALTY GROUP, INC.·COOKEVILLE, Tennessee
SIE, Series 6, Series 63, Series 656 years registeredRETIREMENT SPECIALTY GROUP, INC.
1125 PERIMETER PARK DRIVE, COOKEVILLE, TN 38501CRD# 5562960Firm CRD# 313166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Anthony Wright · COOKEVILLE, TN
Registration
CRD #5562960 · RETIREMENT SPECIALTY GROUP, INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: RETIREMENT SPECIALTY GROUP, INC.
RETIREMENT SPECIALTY GROUP, INC.
May 2021 – Aug 2024
COOKEVILLE, TN
OPTIVISE ADVISORY SERVICES LLC
Jan 2021 – Jun 2021
Cookville, TN
OPTIVISE ADVISORY SERVICES LLC
Nov 2019 – Dec 2020
Cookeville, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · November 1, 2019
Years registered · 6
03

Disclosure History

2025Regulatory·Final
2024Civil·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
RETIREMENT SPECIALTY GROUP, INC.
CRD 313166 · SEC 801-123599
Employees
3
Total firm employees
Services offered by RETIREMENT SPECIALTY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RETIREMENT SPECIALTY GROUP, INC. →
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Frequently Asked Questions

What services does Donald Anthony Wright offer?
Donald Anthony Wright specializes in Financial Planning, Investment Management, Wealth Management.
What are Donald Anthony Wright's credentials?
Donald Anthony Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Anthony Wright located?
Donald Anthony Wright is based in COOKEVILLE, Tennessee, last registered with RETIREMENT SPECIALTY GROUP, INC..
How does Donald Anthony Wright charge for services?
Donald Anthony Wright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT SPECIALTY GROUP, INC.?
RETIREMENT SPECIALTY GROUP, INC. has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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