Craig Steven Black

Employer firm

Optivise Advisory Services LLC CRD 301764

$288M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 01/2020
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2015 → Present
  Black Dynasty, Llc
  Brooksville, FL
• 10/2015 → Present
  Consolidated Tax & Financial
  Spring Hill, FL
• 01/2019 → Present
  Compass Wealth Group, Llc
  Spring Hill, FL
• 01/2020 → Present
  Optivise Advisory Services
  Franklin, TN

Previous Registrations

• 2020-01-30 → 2020-12-31
  Optivise Advisory Services Llc
  Spring Hill, FL
• 2019-07-03 → 2020-01-30
  Ae Wealth Management, Llc
  Spring Hill, FL

Other Businesses

1.) BLACK DYNASTY, LLC; YES INVESTMENT RELATED; 22295 WISE OWL RD, BROOKSVILLE, FL 34602; HOLDING COMPANY; OWNER; 02/2015; APPROX 16 HRS/MONTH; MANAGING ASSETS. Parent company to Consolidated Financial & Tax and Compass Wealth Group. ___________________________________________________________________________ 2.) CONSOLIDATED FINANCIAL & TAX; YES INVESTMENT RELATED; 3257 COMMERCIAL WAY, SPRING HILL, FL 34606 ; INSURANCE SALES; OWNER; 10/2015; APPROX 72 HRS/MONTH; INSURANCE SALES AND SERVICES. ___________________________________________________________________________ 3.) COMPASS WEALTH GROUP; FINANCIAL; YES INVESTMENT RELATED; 3257 COMMERCIAL WAY, SPRING HILL, FL 34606; OWNER; 01/2019; 72 HRS/MONTH; FINANCIAL INVESTMENTS 4.) Black Ops GP; non investment related; commercial ranch/farm, 22295 Wise Owl RD Brooksville, FL 34602, Owner, Stated 05/2017, 5 hrs/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-24
• S63 Uniform Securities Agent State Law Examination
  2011-11-08