Advisor at Optivise Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Optivise Advisory Services LLC
Location
Spring Hill, FL 34606
Credentials
Series 63, Series 66
Industry experience
12 years
Jennifer Scherer is a financial advisor at Optivise Advisory Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Compass Wealth Group, TD Ameritrade Investment Management, and Scottrade. Outside of her advisory role, she is president of The Crafting Company, a retail business specializing in personalized designs. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm offers both discretionary and non-discretionary solutions, integrates technology tools like LifeArcPlan®, and supports a subscription-based co-advisory program for employer-sponsored defined contribution plans.
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
3257 Commercial Way
Spring Hill, FL 34606
Florida
Compass Wealth Group
2021 - Present (5 years)
Optivise Advisory Services
2021 - Present (5 years)
TD Ameritrade Investment Management, LLC
2018 - 2021 (3 years)
Td Ameritrade, Inc.
2018 - 2021 (3 years)
SCOTTRADE
2013 - 2021 (8 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 65
Spring Hill, FL
Dougherty Investment Advisors
Series 65
Spring Hill, FL
Dougherty Investment Advisors
Series 65
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Lord and Richards
Series 63, Series 65
Hudson, FL
Westminster Financial Advisory Corp
Series 65
Weeki Wachee, FL
Bison Wealth, LLC
Series 63, Series 66
Spring Hill, FL
Inspire Advisors, LLC
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