Advisor at Optivise Advisory Services LLC
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Firm
Optivise Advisory Services LLC
Location
Layayette, IN 47909
Credentials
Series 66
Industry experience
7 years
James Schumaker is a financial advisor at Optivise Advisory Services LLC with seven years of industry experience. He holds a Series 66 designation and has held roles at Cambridge Investment Research, OneAmerica Securities, and American United Life. Schumaker is also an independent insurance agent through Schumaker Financial. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisors. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary management with integrated technology and reporting tools.
Based on Optivise Advisory Services LLC
Based on Optivise Advisory Services LLC
Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis
$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)
Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties
Up to $200 per hour for specific financial planning services
Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services
Fee-only: Fixed fees up to $10,000 for financial planning services; hourly fees up to $200/hour for specific services; monthly recurring fees between $30 and $200 for employer-sponsored defined contribution plan advice
3229 Olympia Dr E
Layayette, IN 47909
Indiana
Optivise Advisory Services, LLC
2019 - Present (7 years)
Schumaker Financial, LLC
2018 - Present (8 years)
Cambridge Investment Research, Inc.
2018 - 2019 (1 year)
Cambridge Investment Research Advisors
2018 - 2019 (1 year)
OneAmerica Securities
2017 - 2019 (2 years)
American United Life
2017 - 2019 (2 years)
Indiana State University
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Lafayette, IN
Lifelong Investsments
Series 63, Series 65
Lafayette, IN
Integrated Capital Management Company, Inc.
Series 65
West Lafayette, IN
Lorenz Financial
Series 65, Series 66
West Lafayette, IN
Oxford Capital
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
CFP®, Series 63, Series 65
Lafayette, IN
The Schamber Group, Inc.
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