Gary Paul Robertson

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

• 11/2009 → Present
  Pinnacle Wealth Management Group
  Little Rock, AR
• 07/2010 → 01/2020
  Brookstone Capital Management
  Wheaton, IL
• 01/2020 → Present
  Optivise Advisory Services
  Franklin, TX

Previous Registrations

• 2020-01-16 → 2020-12-31
  Optivise Advisory Services Llc
  North Little Rock, AR
• 2010-07-06 → 2020-01-21
  Brookstone Capital Management Llc
  North Little Rock, AR
  Wheaton, IL
  Jacksonville, AR

Other Businesses

ARKANSAS FINANCIAL CONSULTANTS, INC. APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. HAS ENROLLED IN THE PLANMYBENEFIT.COM SOCIAL SECURITY COUNSELOR NETWORK. College Funding Solutions, Inc., Independent Representative providing services to help families and students through the college funding process. Arkansas College Planning Group - President September 1, 2018 to Present: organizes and presents pre-college help with ACT, SAT, and possible lower tuition.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-11-09
• S65 Uniform Investment Adviser Law Examination
  2010-06-29