Stacey Dean Andres

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

• 06/2013 → Present
  Anchor Financial
  Brentwood, TN
• 02/2017 → 05/2019
  Virtue Capital Management, Llc
  Nashville, TN
• 07/2014 → 01/2017
  First American National Investment Advisors, Llc
  Spring Hill, TN
• 05/2019 → Present
  Optivise Advisory Services, Llc
  Franklin, TN

Previous Registrations

• 2019-05-31 → 2020-12-31
  Optivise Advisory Services Llc
  Spring Hill, TN
  Spring Hill, TN
• 2017-02-07 → 2019-06-03
  Virtue Capital Management, Llc
  Brentwood, TN
  Brentwood, TN
  Spring Hill, TN
• 2014-07-23 → 2017-02-01
  First Advisors National, Llc
  Spring Hill, TN

Other Businesses

ANCHOR FINANCIAL, INSURANCE SERVICES AND COLLEGE PLANNING, BRENTWOOD, TN, PRESIDENT, INSURANCE AGENT AND FINANCIAL PLANNING AS OF 08/2013, 40 HRS PER WEEK, PROVIDE INSURANCE SERVICES ALONG WITH PROVIDING FINANCIAL SERVICES FOR COLLEGE PLANNING. Mr. Andres may make referrals for CPA or engineering services to a third party provider. If the client choices to engage with the third party for these services the third party will provide compensation to Mr. Andres for the referral. CHURCH OF THE CITY FRANKLIN TN NON - PROFIT MONITOR SERVICES, SCAN FOR WEAPONS, ON SITE SECURITY AND SAFTEY OF PATRONS VOLUNTEER

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-15