Stacey Dean Andres
Investment adviser representative at Optivise Advisory Services LLC
13 yearsExperience
1 stateRegistered in
$287.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Optivise Advisory Services, LLCMay 2019 to now
- Anchor FinancialJun 2013 to now
- Virtue Capital Management, LLCFeb 2017 to May 2019
- First American National Investment Advisors, LLCJul 2014 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
Optivise Advisory Services LLC
$287.9MAssets managed
1,233Clients
23Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6373652
- Firm CRD
- 301764