Optivise Advisory Services Advertising Profile
Optivise Advisory Services Company Overview:
Michael R. Wallin, a Certified Financial Planner Professional (CFP®), believes that all aspects of a clients life must be considered when building an effective plan. Through a consultative approach with the client, Michael explores what is important to the client now and in the future. Having spent more than 20 years in advanced case consultation, analysis, and design, Michael has extensive experience building comprehensive financial plans designed to reach a clients financial independence. Allen Hargis, a Certified Public Accountant (CPA), Registered Income Consultant Professional (RICP®), brings more than three decades of tax, income, and wealth accumulation experience to his clients. As a retired Colonel of the Arkansas National Guard, having served 36 years and leading a battalion of 700+ soldiers in the Iraqi War, Allen brings a calm demeanor and laser-focused discipline to the team. Allen also serves as the Chief Financial Officer for Optivise Advisory Services. Serving as Optivises Chief Investment Officer, Corys advanced knowledge of investment management, estate planning, and wealth management helps steer investment committee meetings, shape Optivises money management offerings, and create the best value opportunities for clients. With over 15 years of experience in the financial industry, Cory Colquette is licensed as a Certified Public Accountant (CPA) in the state of Tennessee as well as licensed in life and health insurance in the state of Tennessee. He is a member of professional organizations such as the American Institute of Certified Public Accounts (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA). Cory actively supports many local charities and non-profits including his local Church; he is a former board member of a local charitable organization, the Mens Ministry Network. Scott holds a Certified Fund Specialist (CFS) designation with a Certification in Alternative Investments. As a third-generation financial professional with over 20 years of experience in the ...
Primary Address
109 Holiday Center
Franklin, TN 37067
Optivise Advisory Services Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Optivise Advisory Services. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Optivise Advisory Services's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Optivise Advisory Services have?
Optivise Advisory Services has 1 unique brands.
How much does Optivise Advisory Services spend on media?
It is unknown how much Optivise Advisory Services spends on media.
Optivise Advisory Services Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Optivise Advisory Services marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Optivise Advisory Services?
The chief marketing officer at Optivise Advisory Services is N/A.
How big is the Optivise Advisory Services Marketing Team?
There are 1 staff members currently involved in marketing for Optivise Advisory Services.
Optivise Advisory Services Ad Spend 2025
This section digs into the specifics of the advertising spend at Optivise Advisory Services and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Optivise Advisory Services Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Optivise Advisory Services, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Optivise Advisory Services Media Mix
Explore a detailed breakdown of the last 12 months media spending for Optivise Advisory Services across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Optivise Advisory Services Social Media Marketing Ad Spend
See whether Optivise Advisory Services is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.