# OPTIVISE ADVISORY SERVICES LLC

> FINRA firm 301764 · ACTIVE · FRANKLIN, TN

## Key facts

- **FINRA firm ID:** 301764
- **Firm name:** OPTIVISE ADVISORY SERVICES LLC
- **Other names:** 401K WEALTH MANAGEMENT, WALLIN, HARGIS, & COLQUETTE, LLC, THE CLOQUETTE GROUP, SHIELD FINANCIAL GROUP, SB FINANCIAL GROUP, PINNACLE WEALTH MANAGEMENT, OPTIVISE ADVISORY SERVICES LLC, LS WEALTH MANAGEMENT, KEVIN MOSS FINANCIAL MANAGEMENT, BOTH HANDS FINANCIAL GROUP, ANCHOR WEALTH
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-115232
- **Branches:** 22
- **Has disclosure events:** No
- **Headquarters:** FRANKLIN, TN, 37067, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/301764

## Citation

> FINRA BrokerCheck, firm 301764 (OPTIVISE ADVISORY SERVICES LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/301764.

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