Michael Wallin (CRD# 4264135) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Franklin, TN and has over 23 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optivise Advisory Services, LLC | Coppell, TX | Feb 2019 - Current | 5 |
| Panthrex Asset Management,llc (pka Ministry Benefit Investments) | Coppell, TX | Aug 2015 - Current | 8 |
| Arete Wealth Advisors, LLC | Chicago, IL | Apr 2019 - May 2019 | < 1 |
| Virtue Capital Management, LLC | Nashville, TN | Oct 2013 - Aug 2015 | 1 |
| Covenant Reliance Producers N.k.a. Virtue Advisors | Nashville, TN | Mar 2006 - Aug 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- ME
- TN
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$157,991
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, IN, KS, LA, ME, NC, OH, OK, PA, TN, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.