Optivise Advisory Services LLC

Overview

Optivise Advisory Services LLC is an SEC registered investment adviser based in Franklin, TN, registered since 2019. It reports $288M in assets under management across 1,842 accounts, with 25 employees. It has 21 investment adviser representatives.

Reported AUM

$288M

Discretionary

100%

Accounts

1,842

Average account

$156K

Employees

25

Advisory reps

21

Registered since

2019

Jurisdictions

23

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees

Executive officers 3 of 3

• Michael Ray Wallin Managing Member, Chief Compliance Officer CRD 4264135
• Allen Parnell Hargis Member CRD 4599491
• Cory Shane Colquette Member CRD 5493744

Advisory reps 3 of 21

• Frank O Akridge Jr. Insurance Agent · Investment Adviser Rep CRD 4242013
• Stacey Dean Andres Insurance Agent · Investment Adviser Rep CRD 6373652
• Steven A Bassetto Insurance Agent · Investment Adviser Rep CRD 1752333

18 more advisory reps, with emails, phones and branch locations

Location

Headquarters

109 Holiday Ct Ste A6
Franklin, TN 37067

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 23 jurisdictions
• Website: kevinmossfinancial.com

Every state, with registration dates

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