Unclaimed Profile

Michael Ray Wallin

OPTIVISE ADVISORY SERVICES LLC·FRANKLIN, Tennessee

Series 6, Series 63, Series 65Clean record18 years registeredOPTIVISE ADVISORY SERVICES LLC

109 HOLIDAY CT, FRANKLIN, TN 37067CRD# 4264135Firm CRD# 301764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Ray Wallin · FRANKLIN, TN

Registration

CRD #4264135 · OPTIVISE ADVISORY SERVICES LLC · 18 years registered

Brand Profile

Not yet started

Career History

OPTIVISE ADVISORY SERVICES LLC

Jan 2021 – present

OPTIVISE ADVISORY SERVICES LLC

Oct 2019 – Dec 2020

Franklin, TN

ARETE WEALTH ADVISORS, LLC

Apr 2019 – May 2019

Franklin, TN

PANTHREX ASSET MANAGEMENT LLC

Nov 2015 – Jul 2021

Franklin, TN

VIRTUE CAPITAL MANAGEMENT, LLC

Oct 2013 – Feb 2016

BRENTWOOD, TN

BROOKSTONE CAPITAL MANAGEMENT LLC

Jun 2008 – Oct 2013

THOMPSON STATION, TN

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · June 9, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIVISE ADVISORY SERVICES LLC

CRD 301764 · SEC 801-115232

AUM

$255M

Regulatory assets under management

Employees

1,611 client accounts

Services offered by OPTIVISE ADVISORY SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OPTIVISE ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Michael Ray Wallin offer?

Michael Ray Wallin specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Michael Ray Wallin's credentials?

Michael Ray Wallin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Ray Wallin located?

Michael Ray Wallin is based in FRANKLIN, Tennessee, working with OPTIVISE ADVISORY SERVICES LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Michael Ray Wallin charge for services?

Michael Ray Wallin's firm is compensated through percentage of aum, hourly charges, fixed fees, other: share in fee paid to sub-advisor, back office clerical and admin. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIVISE ADVISORY SERVICES LLC?

OPTIVISE ADVISORY SERVICES LLC has approximately 23 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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