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Current Employers
Optivise Advisory Services Llc

109 Holiday Ct Suite A6, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-04
  • MN RA
    APPROVED
    Since 2026-02-04

Branch Locations

Pine Island, MN • United States

109 Holiday Ct Suite A6, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mayo Clinic Rochester MN 02/2001 04/2022
Fsc Securities Owatonna MN 03/2023 11/2023
Jsj Solutions Owatonna MN 05/2022 Present
Osaic Wealth, Inc. Owatonna MN 11/2023 12/2025
Optivise Advisory Services Llc Franklin TN 01/2026 Present
  • 02/2001 → 04/2022
    Mayo Clinic
    Rochester, MN
  • 03/2023 → 11/2023
    Fsc Securities
    Owatonna, MN
  • 05/2022 → Present
    Jsj Solutions
    Owatonna, MN
  • 11/2023 → 12/2025
    Owatonna, MN
  • 01/2026 → Present
    Franklin, TN
Previous Registrations
  • 2023-11-03 → 2025-12-04
    Owatonna, MN
  • 2023-06-27 → 2023-11-03
    Fsc Securities Corporation
    Owatonna, MN
    West Des Moines, IA
Other Businesses

1. JSJ Solutions 2. NOT investment-related 3. 751 9th ST SW Pine Island, MN 55963 4. Educational nature 5. Owner/Presenter 6. 5/1/2022 7. 10 hrs a month during trading hours. 8. JSJ Solutions provides educational resources and faith-based programs designed to support personal growth, clarity, and restoration. 2. ACN POSITION: Independent Business Owner NATURE: Direct Selling services for: Home Phone, Wireless, Television, Energy, Home security/automation, payment processing, high speed internet, Identity theft protection, Healthcare INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2024 ADDRESS: 1000 Progress Pl NE, Concord NC 28025, United States DESCRIPTION: I will connect customers with the available discounts. I will connect other people who want to be referral partners to our network and help them launch. I will have a website specifically dedicated to this activity that is not set up yet.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-23
  • S66 Uniform Combined State Law Examination
    2023-06-23
Other Names
  • Sarah Sue Swenson
  • Sarah Sue Kohn

View on SEC IAPD

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